September 4, 2010
03:38
     
     
 

 Accountability

 We believe the best investor is a well-informed investor. While we can't guarantee the strategies we recommend will always succeed, we do promise that we will sit down with you on a regular basis to objectively evaluate how well your investment strategy is performing in relation to your changing needs.

 Clients are invited to meet for a semiannual portfolio review. Together, we will review your performance as well as to your individual goals. You can count on being kept informed about what happened, why it happened, where you stand and what adjustments are needed for the year ahead.

 You can have the assurance of a confidential advisory relationship. We're available any time to discuss concerns and answer questions. Your account information is also available at any time.

 Our Commitment

 Sound business practices and strong personal virtues are one of the most important characteristics defining our service. It’s this simple:  in a small town, if you don’t have integrity, you won’t have a business. Traditions Wealth Advisors is disciplined in offering full and fair disclosure of all information, fees and costs, as this should be an unyielding expectation. We will work diligently to ensure the esteemed reputation of Traditions Wealth Advisors through high integrity and ethics in everything we do.


Traditions Wealth Advisors, LLC.

2700 Earl Rudder Frwy. S.
Crystal Park Plaza, Suite 2600
College Station, TX 77840
Phone: (979) 694-9100
Email: ContactUs@traditionswealthadvisors.com