What Makes Us Different

Clients' Bill of Rights

At Cassaday & Company, we believe that there are certain things you deserve and should expect from a financial planning firm. We have spent a lot of time carefully considering what these expectations are. The result of these efforts is our Clients' Bill of Rights: a list of rights that you can count on when you are working with us. We value each and every one of our clients and we promise a commitment to the following, regardless of your portfolio size or your longevity with our firm.

 

Your right to privacy and security
Your account information is kept strictly confidential at all times, safeguarded by industry-leading technology.

Your right to be heard
We always welcome and encourage your comments, good or bad, via email, phone or in-person. Our clients’ feedback is an integral part of our firm’s success and our team is always available to speak with you.

Your right to be informed
We believe it is important to educate you and keep you informed about anything that may impact your investments and financial plan, and we strive to do this through newsletters, webinars and
in-person meetings.

Your right to objectivity and impartiality
You can always trust that our guidance is based on what our training and experience tells us is the best solution for you.

Your right to great customer service
You may expect the most courteous and prompt customer service possible from our highly trained, competent and professional
support staff.

client rights


Your right to equal and fair treatment
Uniformity of our investment management process assures equal and fair treatment for each client.


Your right to performance reporting on your accounts
You will receive regular reports on the progress of your accounts, designed with input from our clients for relevance and ease of use.

Your right to continuous investment management
Our investment management process assures that portfolios are reviewed, monitored and administered on an ongoing basis pursuant to your personal investment policy.

Your right to simplification
Our systems are designed to simplify all aspects of the investment management and financial
planning processes.

Your right to total satisfaction
Our goal is your complete satisfaction. We want to hear from you to ensure that we are meeting this goal and how we can continue
to do so.