Performance, principles and people are the inextricable elements of our success. At Mount Equity Group, providing consistently high levels of service is a priority. In order to achieve this, we place a high value on the quality of our people. We emphasize a personal and ethical approach. A majority of our investment advisors have worked with us for over a decade, including several of our founding team.
We believe in following the winners, not the crowd. The greatest wealth managers are not afraid to do things differently. Our analysts have the conviction to make focused recommendation lists. Over-diversification and frequent trading generate expenses that eat away at returns. In the same vein, we emphasize transparency and favor recommendations that our clients can understand. Steady, above-average returns dazzle. We leave the fancy jargon to the journalists.
At Mount Equity Group, we share one goal and one vision: helping our clients enjoy the freedom of financial security and seeing them live their lives on their own terms. We take a holistic approach, and believe that we are taking care of each person, not just their portfolio. Every client receives the personal attention of their investment advisor, along with the collective expertise of the entire M.E.G. team.
Total confidence in the MEG team. I’ve been a client for a long time, and I’ve always received solutions in a timely and professional manner. They’ve generated solid returns since I’ve been with them. Have been able to put my daughter through university and give her a down payment on her house.
Mount Equity Group has been looking after my portfolio for many years, now also my wife’s and my two kids’. Very professional company. My portfolio and my overall finances have greatly improved since I’ve been working with them. I’d been avoiding dealing with estate planning, but they straightened me out there too.