Published On: June 8, 2020

Written by: Ben Atwater and Matt Malick

The roller coaster in the markets over the last four months has reinforced the importance of a clear investment approach, a strong investment discipline and the futility of trying to time the market.

As we approach the end of the lockdown at our home base in Lancaster, Pennsylvania, we want to take a moment to thank you for sticking with us, and with your plan, through all of the craziness we have experienced year to date. 

As our valued clients, referral sources, and friends, we have shared with you over the years what makes our services as investment managers and wealth managers unique.  We want to again remind you why we believe our approach to wealth management continues to resonate with clients. 

  • Transparent investment process that focuses on individual securities
    • Know what you own (individual stocks and bonds)
    • No outsourced investment management, avoiding a second layer of management fees
    • Ultimate accountability as we do not delegate investment decisions
    • Low turnover and tax-efficiency
  • Excellent communication
    • Regular updates written by Atwater Malick
    • Prompt responses to calls and emails
    • One-on-one investment and wealth management strategy updates
    • Dialogue with the professionals who set the strategy, not simply those who implement the strategy
  • True Boutique
    • Partners / Principals are exclusively client advisors
    • Decades of extensive, hands-on investment and wealth management experience
    • Holistic financial and wealth planning
    • Collaborative / team approach with advisors across disciplines (legal, accounting, insurance, etc.) 

More and more firms are focused on the business of their firms, rather than the business of their clients.  We strive to be different by spending our time working for our clients.  We know of no other local firm that brings clients the combination of directly managed individual securities and comprehensive Wealth Management.  Thank you for working with us. 

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