Our Mission
At EMICO Advisory Services, we partner with clients in a personal and caring environment to provide goal-based financial advice that enables clients to experience retirement with confidence and peace of mind.
Core Values
Our firm’s core values guide our staff’s every action in “Planning YOUR Way” to financial success. Specifically…
- We treat our clients as individuals
- We provide on-going education to clients about their financial plan
- We make every interaction advantageous to our clients
- We provide high-end service with a personal touch
- We give more to our clients than they expect
- We act in a fiduciary manner
Value Proposition
EMICO is not directed by one value proposition; rather, we at EMICO embrace three value propositions. These three concepts were created by our Advisory Council members, a client group who twice annually meet to share their insights and to critique our practices. We believe any one statement expresses our mission, values, and purpose; however, we strive to live up to all three of these concepts as expressed by our client groups:
“We provide confidence through a developed partnership to grow client knowledge and our understanding of your financial and personal portfolio to ensure long term confidence by providing reassurance, assurance, and insurance.”
“EMICO is a boutique investment advisory service that helps each client build long-term financial security. We work closely with each of our clients to understand their unique circumstances – their needs, their resources, and their long-term goals – in order to build the optimal plan for them using the most current portfolio analysis tools and research. We don’t just build portfolios; we build long-term financial security.”
“EMICO targets and retains a limited group of clients through education, nurturing long-term relationships, and helping clarify and achieve creative, personalized financial and other lifetime goals. This concierge level of service instills a sense of security, assurance not only for a client’s lifetime, but also for future generations. The result is a high level of client satisfaction, comfort, and retention.”
We are very grateful to our council members for their time and thoughtfulness. Our goal is to always keep improving service to our clients by meeting and exceeding expectations. Our Advisory Council, and the feedback we get from our annual client survey, are critical parts of this on-going process. We invite our clients to give us feedback regularly as part of our on-going desire to provide exceptional service.