A Quality Experience for Every Client
As a firm, we have a singular focus – that’s you, our client. Providing every client with quality, standardized service through all departments is important enough to us that our staff dedicated more than a year building and training on the Fragasso client experience.
We don’t just give lip service to our standards of care. It is engrained in our culture. With a 99% client retention rate1, we believe many of our clients would agree.
1Based on accounts January 2009-December 2014.
Our clients, who range from affluent individuals to retirement plan sponsors and nonprofit institutions, deserve sound financial planning and asset management. Our structure helps us remove conflicts of interest and concentrate on the things that truly matter – your goals. It is our responsibility to understand the unique needs and challenges of each and every one of our clients, while at the same time wrapping our services in a superior experience that is uniform across the firm and that happens every step of the way.