Let us answer with a story. Back in 1957, when Warren Buffett was just starting out, he was referred to a wealthy family in Omaha named Davis. This would be the first really important client he would have outside his family, and so he met with them, made his presentation, and left – and the Davises didn’t know what to make of him. He was 27, kind of odd-looking, and the family just kept talking back and forth. They couldn’t decide what to do. And then Mrs. Davis spoke up, and she just said, “I like everything about that young man”. And that was that. It may not seem very scientific, but that is the way WE like to get chosen – or not at all.
Our commitment to the clients who choose to work with us is simple: We’re going to care more about you, and be more personally devoted to your financial success, than anyone in the world who doesn’t share your last name. If somebody else is cheaper, or somebody else puts up better numbers for a year or two, well, we just don’t think that stuff matters very much in the long run.
The right advisor for you is the one you and your family trust the most, and have the most personal faith in. The very best advice we can give you, from the heart, is this: choose your advisor the way the Davis family decided to hire Warren Buffett.