AG Asset Advisory was founded on the idea of positively impacting the lives of those we work with. As a fiduciary, we are required to put our client’s interest ahead of our own.
During May of 2000, I was offered the opportunity of a lifetime. I had successfully passed the Series 7 exam and was recruited to join a proprietary trading firm in San Francisco. Shortly thereafter I was selected and mentored by one of the firm’s founders.
That week I remember meeting Brian Thomas. We clicked immediately. I had tremendous respect for his conservative investing views and respect for risk. More importantly, I could tell he was honest, trustworthy, and a good person. I had a sense that we would be working together for a long time.
Years later, I am excited that Brian joined me as my number two. I knew he was the perfect person for the position. In many ways our roles are interchangeable. I say that one of my greatest assets is knowing that he will handle clients’ needs with the same level of care as I would.
We never want to lose personal contact with our clients. We have a limited number of successful clients that appreciate direct interaction with the principals. They are not assigned to “junior advisors.” We take pride in the fact that working with us entails personal oversight of your financial affairs. Equally important is that there are no “office hours.” My phone is answered seven days a week.
Our strategic network of professionals—which we consider best in class—helps us to deliver an advanced planning solution. I have been able to tap my network at KPMG, and Brian his network of Wharton alumni. Additionally, our custodian offers us a wide array of back office support: account opening, cashiering, reporting and document management. This allows us to do what is most important; focus on your goals and objectives.