Client Service – Our Team Approach

Acumen believes consistent communication is key to delivering high quality client service. We help educate and thoroughly explain details to enable clients to become more involved and engaged in investment decisions. Our team works together collaboratively and selflessly since Acumen believes the team approach is the most beneficial model for managing our clients’ financial well-being. Our team approach has many benefits including:

  • Enhances operational efficiency
  • Enables employee focus on their core competencies
  • Streamlines processes for effective outcomes
    • Accelerates response times
    • Boosts innovation
    • Allows our team to better understand your situation

Our Team’s Depth of Knowledge

Chartered Financial Analyst®

Certified
Financial Planner

Certified Public Accountant

Certified Valuation Analyst

Certified Trust and Fiduciary Advisor

Investment Adviser Certified Compliance Professional

Certified Retirement Plan Professional®

Accredited Investment Fiduciary®

Let us help you create a
roadmap to Invest Intentionally.®

Learn how we simplify financial complexities so you can focus on what matters most.