My Pledge

As your investment and financial advisor, I can promise you that, throughout all of the years and maybe decades that we may work together, you will never find another investment advisor who will be as knowledgeable and care as much about you and your family. You will not find an advisor who will be more deeply committed to the realization of your investment success and financial goals.

I make no promises of returns. I can't and won't. I will, however, promise you that you will receive outstanding service and that I will work as hard and as smart as I can with the money that you have entrusted to our firm. I will treat that money as carefully as if it were my own because I know that your hopes for your family's future are every bit as sacred to you as mine are to me.

I commit to tell you the plain, unvarnished truth all the time, even when you may not want to hear it. When you ask me a question to which I do not know the answer, I promise always to say, "I don't know" and then work as hard as I can to find out the answer.

I will never, never tell you I can do something I can't, nor will I tell you that I am going to do something, and then not do it.

You may encounter advisors "smarter" than I am, and surely you will run across advisors who are cheaper than I am. But, you will never find an advisor you can trust more implicitly than you can trust me.

If we work together in that spirit of mutual trust, there is nothing within reason that we cannot accomplish. And, perhaps the important thing is: "you'll never have to worry anymore." I encourage my clients not to worry, because in a very real sense that is why you hired me. It is my job to do the professional worrying.

I urge my clients to plan and then stick to the plan. Beyond that, I encourage them to hope and expect that we can work together to accomplish their goals. Our firm is large enough to provide thoughtful and knowledgeable service, yet small enough to provide the kind of compassionate and caring personal service that we know our clients want and deserve.


K. Larry Hastie
President

Brock Hastie
Managing Director

Conan Malmer
VP & Porfolio Manager

Aaron Tanner
Senior Operations Manager

 

Securities offered through Mutual Service Corporation, Member NASD/SIPC. Investment advisory services offered through Pattern Recognition Management, Inc., an independent registered investment advisor, not an affiliate of Mutual Service Corporation.