Core Values
Core values are ideals or fundamental beliefs that dictate how we conduct ourselves personally and professionally. Decision Tree has a set of core values that represent how we do business. These values are non-negotiable and dictate how we approach planning.
Fiduciary Standard of Care
We follow the highest legal and ethical standard of care. We maintain a rigorous code of ethics and standards of conduct. In doing so, your interests will always come first without exception.
Cost Awareness
Cost matter. Over time, costs can erode the potential for meaningful wealth accumulation. Our investment process focuses on providing investment choices that meet your objectives and are at the lowest available price.
Simplicity
The financial services industry is overly complex and for good reason. The complexity allows advisors to keep clients confused and mask activities that are not necessarily in the best interest of the client.
However, Decision Tree believes that real value to a client is actually created by helping simplify their lives and provide solutions that are simple to understand and implement.
