Payson: (928) 474-4350
Scottsdale: (480) 588-3015
Toll Free: (877) 474-4350
Fax: (877) 788-1857
Your Strategic Advantage in an Ever - Changing Environment.
Kevin Dick Investment Management Group
We'd like to thank you for stopping by Kevin Dick Investment Group. Since 2005, we've been in the business of helping put people's minds at ease when it comes to their money.
We think we've got the best jobs in the world. We help people work toward the goals they cherish—and we love doing it. Every day, there's yet another reward that keeps us coming back to work enthusiastically.
We appreciate your interest in Kevin Dick Investment Management Group and sincerely look forward to serving you.
Kevin M. Dick, AAMS®, CRPS® Carrie J. Dick, AIF®
Wealth Advisor Financial Planner
At Kevin Dick Investment Management Group, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!
When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation. That choice is made by people who don't know you, and they often impose sales quotas on the financial professional helping you.
In other words, your investment choices are often limited choices, and there may be hidden agendas. We don't think that's the right way to do business.
Here's what we think is the right way to do business:
- Care for our clients in the way we'd want for ourselves. We founded Kevin Dick Investment Management Group to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to demand any less.
- Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
- Treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly. Down-to-earth. Good listeners. Having been in the business a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We've got a lot of perspective that can help keep you on an even keel through the ups and downs.
- Empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
- Practice time-tested financial approaches. At Kevin Dick Investment Management Group, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.
This communication is strictly intended for individuals residing in the states of
AK, AR, AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, MA, MN, MO, ND, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WI
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.