Bill Of Rights
QUALITY OF SERVICE
You are entitled to a high level of proactive, courteous service from all associates at JPV Financial.
You have the right to work with a trustworthy, dependable and independent advisor focused on your journey towards reaching your specific financial goals. We will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. We will present portfolio reviews annually or as often as necessary and be available to answer questions that matter to you as they arise.
RECOMMENDATIONS BASED ON YOUR NEEDS
You have the right to independent advice and recommendations based upon your defined needs, risk tolerances and goals. Through holistic wealth planning your needs are clearly defined and consistently monitored.
You have the right to the strictest levels of confidentiality with information you provide to JPV Financial. We will protect all information to the highest standards outlined by regulatory agencies.
You have the right to a transparent relationship and to clearly know the costs for client portfolio management, transactions and advisory services. If you have a question, it is our duty to answer it for you in an understandable way.
You have the right to a prompt response from JPV Financial. As your trusted advisor, we commit to returning calls by the end of each business day. Should a request require additional research, we will set a defined time frame for response.
You have the right to be communicated to in a timely manner. As your trusted advisor, our goal is to provide you with information before the question arises, regardless of the medium used.
You have the right to continual education along your journey to true wealth. Through education, we will project reasonable expectations and scenarios in the development and constant monitoring of your wealth plan.
You have the right to receive the best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price and with prompt third-party confirmation. All interactions with JPV Financial will be timely, precise and promptly completed.
Your statements will identify all positions held, cash receipts and disbursements made through JPV Financial.