Our Commitment to Our Clients
CLIENT BILL OF RIGHTS
QUALITY OF SERVICE
You are entitled to a high level of proactive, courteous service from all team members at Hyre Personal Wealth Advisors.
You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey toward your financial goals. Your Wealth Advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your Wealth Advisor will present portfolio reviews semi-annually or as often as necessary, and be available to answer the questions that matter to you as they arise.
RECOMMENDATIONS BASED UPON YOUR NEEDS
We are fiduciary financial advisors who are legally and ethically required to act in your best interest. You have the right to independent and unconflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic Wealth Planning, your needs are clearly defined and constantly monitored. No proprietary products are ever employed.
You have the right to the strictest levels of confidentiality with information provided to your Hyre Personal Wealth Advisor team. Hyre Personal Wealth Advisors will protect all information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.
We believe in 100% transparency so that you clearly know the costs for portfolio management, transactions and advisory services. All communications with the Hyre Personal Wealth Advisors team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.
You have the right to a prompt response from your Hyre Personal Wealth Advisors as your Trusted Advisor, the Hyre Personal Wealth Advisors team commits to returning calls within 24 hours. Should a request require additional research, our team will set a clearly defined time frame.
You have the right to be communicated to in a timely manner. As your Trusted Advisor, our goal is to provide you with information before the question arises.
You have the right to continual education along your journey toward your financial goals. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your Wealth Plan.
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