President's Message

- This I Believe

As president of the firm, there are only three guiding principles that I feel are important when working with our clients.

I believe in Fairness and Honesty.

We are a fee-only, independent registered investment advisor which puts us on the same side of the table as our clients. We want to see our client's wealth grow over time and our compensation is tied to that objective. As a high touch, service based firm, we sell nothing but ourselves and our value proposition in managing client assets. No commissions, no compromising, no secret agendas or revenue streams.

I believe in Sustainable Business Practices

Green is all the rage now and I love it. But this is not new to our firm. Operationally and physically, our office has been green, paperless and soon to be off the utility grid altogether. But more importantly we offer our investors an impressive suite of Green investment strategies including our 4 year old clean energy strategy (New Power) and our Socially Responsible Hedge Equity strategy. We behave and invest in sustainability. Ecologically sound business practices become economically profitable over the long term.

I believe in Adding Value.

Our firm specializes in sophisticated investment strategies with varying degrees of risk. Our managed programs are uniquely designed to manage market risk through trading and hedging techniques and are thereby especially suited for today’s volatile markets. Our 11 year track record speaks for itself. Beyond the value of money management we offer a complete suite of integrated wealth management services through our partnership with Confluence Wealth Partners. Special annual monitoring and review services, tax prep and estate planning are available to our wealth management clients (more than $500k under management) under a package fee.

Please join us

Sam Jones
President
All Season Financial Advisors