Investment Counsel for Nearly 100 Years
In this brief video, you’ll meet Justin Miller who heads our Individually Managed Accounts, as well as Hilary Sweeney, one of our client advisors. They’ll give you an overview of our approach to working with individuals, families and representatives for institutional accounts. They are passionate about getting to know you and offering the financial planning and other services you need, as well as designing portfolios to help you attain financial security. The video runs about two minutes.
Transcript follows
JUSTIN M. MILLER, CFA®, HEAD, INDIVIDUALLY MANAGED ACCOUNTS
HILARY J. SWEENEY, CFP®, CLIENT ADVISOR
Justin: At its core, the financial planning process is connecting what your goals are with your balance sheet, your budget, and your investment portfolio. So investing is only a part of what we're doing for our clients.
COMMITTED TO YOUR PEACE OF MIND
It's really about helping clients get peace of mind over their financial situation. We start by listening. We ask questions, and we really take a holistic approach to developing what your plan looks like.
WE WANT TO GET TO KNOW YOU, WHAT’S IMPORTANT TO YOU, YOUR GOALS, AND YOUR DREAMS
Hilary: We are intentional about learning from our clients what it is that's behind your history. With money, your perception of money as a child and maybe the reasons behind the goals that you have.
Justin: We provide a really critical oversight role for our clients.
- YOUR FINANCIAL PARTNER AT EVERY STEP
- RELATIONSHIP BUILD ON UNDERSTANDING
- HOLISTIC PLANT THAT EVOLVES WITH YOU
- CLEAR COMMUNICATION
We partner with your other trusted advisors, your accountant, and your attorney to make sure that everybody's on the same page. Wealth transfer today is very different because many clients are thinking about that much earlier on in their life. It oftentimes becomes, how can I help other people?
We have a team of experts.
YOUR TEAM AT MAIRS & POWER
- CLIENT ADVISOR
- INVESTMENT MANAGER
- CLIENT SERVICE ASSOCIATE
The client advisor is the relationship manager, and also providing the financial planning and the estate planning expertise to the relationship. The investment manager or the person that's overseeing the portfolio on a day-to-day basis, and then the client service associate pulls these relationships together, making sure that our clients are being taken care of.
OUR COMMITMENT: WE’RE HERE FOR YOU
Hilary: Clients appreciate our availability. We have high level of customer service, and to us, that means we answer the phone when you call, even if it's a question that might be simple, something related to your beneficiary designations, our investment managers are available, should you have questions about something that's happening in the market.
Justin: We find that clients resonate with our authenticity and knowing that we want to help them in whatever way we can. At the end of the day, it's about understanding and knowing what you own. It's about minimizing taxes and expenses, and it's ultimately about keeping more of what you earn.
INVESTMENT PORTFOLIOS & SERVICES FOR
- INDIVIDUALS & FAMILIES
- ORGANIZATIONS & INSTITUTIONS
- FINANCIAL ADVISORS