As a business activity, investing can seem to be a rather straightforward proposition. Many firms appear to do similar things in similar ways.
Those of our clients who have worked with other advisors assure us, however, that there is a palpable “Wilkins difference” in working with our team.
For starters, we understand that there is a certain “chemistry” required in forming a working partnership between an individual and his or her investment advisor. And because we value this, we take the time to really get to know our clients.
When it comes time to select and recommend investments, we don’t rely on others to do the selecting for us. We don’t buy pre-packaged funds. We conduct rigorous independent research—in-house—and carefully select individual stocks, bonds, securities and investment opportunities for each client.