The Matles Approach
"I started this firm to be 100% independent with no sales quotas or company agendas, working for clients exclusively. We combine modern technology with a brick and mortar mentality (face-to-face) to achieve low costs - and we do it with uncompromising ethics"
- David M. Matles, AIF®
We Stand By The Fiduciary Oath
- Your Best Interest: We will always put your best interests first.
- Good Judgement: We will act with prudence;
that is, with the skill, care, diligence, and good judgment of a professional. - Fair Disclosure: We will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
- Fair Management: We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
- Conflict Avoidance: We will avoid all conflicts of interest.