We like to think the culture at R.J. Maw Consulting is not typical for our industry. We do not have an account minimum but rather an attitude minimum. We will not take a client for the sake of increasing our assets under management if we do not think it is a good fit. Below are values which have helped shape our culture.
Kindness
Kindness and empathy are sources to remind us of the humanity involved in the profession – we are in the business to help people achieve their financial goals, but we believe treating everyone how we would like to be treated is key in building strong, lasting, long-term relationships that we want to have. We provide a human touch – we do not believe there is an automated, one-size fits all solution based on a series of closed-end questions.
Stewardship
The foundation of R.J. Maw Consulting is stewardship for our clients. We are humbled with the responsibility that our clients have placed in us. We take great prudence and care in our investment guidance and counsel, especially when assessing suitability for our clients. Our loyalty is always to our clients first.
Objectivity and Diligence
We strive to maintain complete objectivity as independent financial advisors. We are able to suggest portfolios as we see fit. As such, we must complete a thorough and diligent analysis to form a reasonable basis on which our suggestions are built. We attempt to see every angle, and try to paint as full of a picture as possible.
Transparency and Commitment
We believe transparency to be essential when building trust and communication. We are more than happy to provide clients any information we can to supplement normal account statements, online access and more. We try to make ourselves as accessible as possible for our clients, and maintain lines of open communication.
Continuous Learning
Learning and adapting is a constant here at R.J. Maw Consulting – we are always exploring new ways to expand our education, be it through an academic programs, meetings, reading constantly, or professional certifications. We believe professional development is an asset to our clients to help maximize ability.