Choosing an investment advisor can be challenging. Seeing what else is out there will help you make a well-informed decision. Below are questions that you should ask yourself when comparing firms:

• Are the firm’s investment advisors trustworthy?
• Will the firm’s financial advisors always act in my best interest?
• Do the firm’s advisors hold CFA charters?
• Will my investment advisor take time to understand my overall goals?
• Will my investment advisor personally manage our relationship and our investment portfolio?
• Will the firm educate me so that I can actively participate in decision-making?
• Is the advice I receive based on a “cookie cutter” product line?
• Would I recommend this firm to my family, friends, and clients?

These standards of service are fundamental to Campion’s investment and client service philosophies.  Our mission is to serve you by valuing and protecting your interests.

Want to fully evaluate your current investment advisor? Feel free to use the client satisfaction survey that we send our clients. If your current firm scores below 80, perhaps it is time to make a change.