Service Creed
To fulfill our commitment to the highest service standards, Stanford Capital Management:
Provides individualized attention to each Stanford client and/or Financial Advisor
Our primary objective is to help each client achieve his or her financial goals.
Gives unbiased prudent investment advice
As a fiduciary, we will provide suitable investment recommendations based on every client's individual needs, goals and objectives.
Delivers innovative services and strategies
We will provide unique investment opportunities tailored to differentiate Stanford in today's complex marketplace.
Encourages open communication
We encourage suggestions and feedback throughout the proposal process, account opening and ongoing portfolio management.
Establishes expectations and honors deadlines
We value your time and will respond promptly to requests. We are determined to meet or exceed established expectations, keeping all parties well informed in order to deliver timely solutions to clients.
Resolves issues promptly and follows up to ensure consistent dependable service
We will work quickly and efficiently to resolve issues and follow up to be certain the client is satisfied with the result. We will also work proactively to detect and correct potential issues before they arise.
