What You Deserve
1. Legal Fiduciary – We work in your interests first.
2. Robust Investment Strategy – The Margin of Safety Strategy has worked since the Great Depression to deliver good returns over shorter time horizons than relevant indexes.
3. Comfort With What is Happening – We know you are a human and may be your own worst enemy if not prevented from making human mistakes.
4. Meaningful Relationship – We direct most of our energy to helping our clients achieve their goals.
Client Bill of Rights
As a Global View client, you have the right to:
- Totally independent and completely objective financial advice
- A fee-only compensation structure that eliminates conflicts of interest
- An educational approach to the financial process…not a sales approach
- An academic-based, time-tested investment strategy
- Access to the experience and expertise of our entire senior professional team
- Regularly scheduled review meetings
- A promise that we will always place you at the center of everything we do
We pledge to fulfill these rights and to serve you in a fiduciary capacity. We think you will find that few advisors can meet these commitments.
A “fiduciary” is defined as one who obligates himself or herself to act on behalf of another and assumes a duty to act in good faith and care, candor, and loyalty in fulfilling its obligations.