OUR MISSION & VALUES

Our objective at the Thode Investment Consulting Group is to make every client feel like they are our only client.

Mission Statement

Built on the principles of stewardship, our mission is to help individuals and families achieve financial independence without undue stress or overexposure to risk. We do this by creating an adaptable investment plan that is designed to give clients direction and confidence in reaching their most important goals.

Our Value Promise

Our consulting and planning will always be customized around you to bring stability to the investment process and help give you confidence in reaching your goals and maintain the lifestyle you desire. Our primary goal is to create comfort and security for our clients’ and their family’s future and provide superior client service while doing so.

We also promise to bring clarity to the process through education and communication that is easy to understand.

Our final promise — your interests will always come first.

We love to see our clients reach their goals and generate the growth, income and legacy they desire to help them live a worry-free lifestyle.

Our Core Principles

CLIENTS’ INTERESTS

Our clients’ best interests are the only interests that should be served.

LISTENING

We have a simple service model — listen to our clients to fully understand and appreciate their financial needs and goals and treat them as we would want members of our own families treated.

INVESTMENTS

Investment success cannot be driven by short-term results, but rather comes from taking a deliberate long-term approach, in which safeguarding against risk is paramount and investment portfolios are balanced, diversified and well managed.

OBJECTIVITY

Investment recommendations should be objective, free from any conflict and never influenced by any other incentives. Costs and fees also should be reasonable and readily transparent.

SERVICE

Our service to clients should be the standard upon which all others are measured.

TRUST

The trust our clients place in us is the single most important element of our professional responsibility, and we will always accept that with the highest level of industry standards and personal integrity.

We offer our sincerest gratitude to our existing clients for their continued confidence in us, and we invite families looking for a new experience with their financial advisor to learn more about our approach to wealth management and selfless client service.