Where every client is our “best” client
Our commitment to you starts with an 11-person team of specialists, with each member treating you as individual, not an account number.
The wealth advisors of the Chudom Hayes team manage your investments. Our full-time financial planner and Morgan Stanley’s mortgage and lending professionals can help you make the most of your wealth. And our client-service team will help you take full advantage of our breadth of resources.
Then, we take that commitment even further, doing whatever is needed to help your financial plan succeed – whether it’s ensuring a consistent approach by leading the planning process with your other professionals, such as your tax advisor, or recommending investments for your outside accounts, like your 401(k).
Together, utilizing our team’s unique process we can:
Develop a comprehensive financial plan
Diversify your portfolio across a broad range of investments
Adhere to a long-term strategic asset allocation
Substitute discipline for emotion in the investment process
Defend capital during bear markets
Minimize investment costs and taxes
Adjust holdings in response to evolving opportunities and risk
Maintain strict objectivity and avoid conflicts of interest
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