I met Clayton and Grant when the organization I work with changed group investment providers. I have been impressed from day one by their accessibility and availability. When we were all still meeting in person, Clayton and Grant arranged for regular group information sessions as well as individual meeting times onsite. It is difficult to find the time after work hours to meet about financial issues, and so this has been a real boon of convenience not only for myself but for my colleagues. Once the pandemic started, this availability continued through the offering of virtue group and individual information sessions. Clayton has additionally made time to contact me on a regular basis to discuss the markets and their interplay with my accounts. This has helped teach me a bit about this kind of thing, and has also reassured me that Clayton has his eye on my holdings. He provides thoughtful input on my holdings and how I might make them more successful. I really appreciate this working relationship that Clayton and Grant have developed with me.
