Our Principles

Loyalty

“Loyalty can not be blueprinted. It cannot be produced on an assembly line. In fact, it can not be manufactured at all, for it’s orgin is the human heart- the center of all respect and human dignity” - Maurice Franks

Brad, Steve and Ernie all held positions with the same major financial firm for more than 30 years combined. Loyal advisors to their firm and clientele, each founding advisor felt the establishment of our own firm would be the best way to serve our clients. As independent advisors, the loyalty to our client has no bias.

Confidence

“Confidence ... thrives on honesty, on honor, on the sacredness of obligations, on faithful protection and on unselfish performance.” - Franklin Roosevelt

Our firm’s resources are dedicated to our clients. We use our experience to help position your assets appropriately. Confidence and conviction are paramount when making investment decisions. As three seasoned advisors, our individual interpretations of world events and investment opportunities are shared, discussed and applied to our individual clients differing needs. SLR is a registered RIA, so you can be confident we are committed to your best interest.

Exceptional Service

“Well done is better than well said.” - Benjamin Franklin

We encourage you to test our ability to serve your financial needs. When it comes to financial advice, in most cases there is much more to it than making an investment suggestion or creating a financial plan. Exceptional service in our world takes a deeper look into you as an individual and provides you with the resources and strategies you want and need. We don't force you into our mold, we mold to you. SLR is a full service financial firm aiming to get to know you and show you the role we can help play. We take on what we can, wherever we can to serve you.