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Providence Management Philosophies

Trusted Partnership for Your Financial Success

Every client is unique and deserves to be treated as such regardless of the size of the portfolio. The first thing we do if assess the client’s goals and risk profile regardless of whether or not we do a complete financial plan. This information is used to develop an Investment Policy Statement specific to the client that is the foundation for developing a financial plan and/or investment portfolio.

 Independent and Non-Commission Compensation 

We believe clients’ interest should be first. As an independent registered investment advisor, we take the position of a fiduciary in our client relationships. This means we put their interest in front of ours or our firm. We are a fee only advisor, paid only by our clients for the services we provide. The fees are always agreed upon prior to starting the engagement.

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