Fiduciary Conduct and Role of Counsel

When we began our firm, we asked ourselves: "If we were clients, how would we want to be advised and served?" Every aspect of our work meets that test. A "fiduciary" holds something in trust for another; DHR believes that everything our clients give to us, we hold in trust for them.

We hold ourselves accountable to fiduciary standards, so we:

• Serve only the client, with no conflict of interest;
• Place funds in the custody of independent, top-ranked institutions;
• Speak the truth as we know it;
• Understand the risks in everything we do;
• Maintain transparency in firm operations;
• Report to clients thoroughly and systematically;
• Remain accessible to clients;
• Protect the privacy of clients' affairs; and
• Manage investment costs carefully.

From years of experience in finance, we can help clients avoid big mistakes such as: large investment losses from unwise concentration; loss of purchasing power due to inflation or inadequate insurance protection for the loss of life or property; distribution of estate assets to other-than-intended beneficiaries; and imposition of avoidable taxes.

DHR's advice is always based on the long-term best interests of each client.