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ABOUT US MISSION & PHILOSOPHY WHAT MAKES US DIFFERENT OUR TEAM SERVICES AREA OF EXPERTISE PLANNING NEWS CONTACT US  
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| TERMS OF USE | DISCLAIMER | PRIVACY POLICY |
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What Makes Us Different We pride ourselves on our ability to deliver institutional level asset management, advice and services to the high end client while making every effort to avoid many of the drawbacks of traditional larger institutions. We are able to accomplish this through our unique team approach, attention to client service and by maintaining true independence. One of the biggest advantages that we have over our competition is our independence which allows us to get the best combination of price, terms and benefits to meet our client's needs no matter which company issues the investment vehicle. Every Excelcia client has a team of professionals, with varying areas of expertise, evaluating their circumstances and making wealth management recommendations on their behalf. This helps to ensure that every consideration is covered to provide prudent advice. By only working with a small number of select clients we are able to maintain one of the most desired client-to-advisor ratios in our industry. According to CEG Worldwide* the average client to advisor ratio is 269:1 whereas our client to advisor ratio is roughly 25:1. This allows us to pay extraordinary attention to each of our clients needs and fully address their concerns. We pride ourselves on providing a level of personalized service that usually isn't available at the big brokerage firms. *CEG Worldwide survey of 2,094 financial advisors released 2/11/2009 |