Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL
Our Pledge to Clients
When you invest with Shearwater Capital, we promise to:
-
Hold ourselves to the highest standard of fiduciary responsibility. We enthusiastically accept the legal obligation to put our clients’ interests above our own at all times.
-
Provide impartial advice and act with prudence, diligence and good judgment in the management of our clients’ investment portfolios, while keeping costs low.
-
Adhere to the highest standards of ethical behavior and stewardship.
-
Communicate honestly and openly about investment risks and costs as well as potential rewards.
-
Be passionate in our commitment to provide outstanding service. We listen carefully to our clients and treat them with kindness and respect.
-
Strive to be the best at what we do. We will evolve, adapt, and continuously improve in the pursuit of excellence.