David Moelker
LPL Investment Advisor Representative
I started in the financial services business back in May 1998. From then until the current period, the financial and economic environment has been a challenge for both investors and financial advisors alike. These financial crises have helped structure my business in a way that I strive to provide preservation of principal along with segmenting of assets into strategies that may help clients migrate through difficult markets with positive returns. We have had some of the worst periods in the market since the Great Depression. We have also seen very good markets with well above average returns. I have changed my business practices over these time periods to align my clients concerns with their assets. Listed below are my guidelines on which I focus my business around.
My Value Commitment
Values are the principles by which I operate my business and create a benchmark of standards that surpasses my clients' expectations. The important values that drive my business are:
- Clients always come first
- Provide solutions that align with each others values
- Always provide appropriate and objective advice
- Provide an ongoing service model for my clients that keeps them well informed in all market and economic cycles
- Use investments that have been historically stable in different market cycles
Mission Statement
My mission is to achieve a standard of excellence in our profession by providing personalized value-added service. Become indispensable to affluent clients by assisting them in making proper financial decisions. My process is to reach a high level of integrity and professionalism in my relationship with you, my client. I will know and understand your financial situation and provide you with quality information, services and products to help you reach your goals. It is also my mission to use investments that have had historically high quality and sustainability in different market cycles.
Thank you for your business and I look forward to working with you.
