At her former company, Sheila managed over $100 million for her clients. She received hundreds of offers to join other big-name firms. Most of these opportunities would have benefited the new firm as well as being quite lucrative for her personally, but she turned them all down for one simple reason: none of those benefits would have passed on to her clients.

Sheila says:

“Don’t think I am naïve. Rather, I believe—down to the bottom of my soul—that my long-term best interests are aligned with fulfilling your long-term best interests. All that would have changed for you under these many previous offers was the name over the door.”

However, as Sheila found her own values and those of her former company diverging, she continued to investigate various broker-dealer firms as alternatives. Along the way, she discovered a few that practice a philosophy that matches our own: The essence of a good deal is that everybody wins. We practice this philosophy as, “when the client wins, everybody wins,” and make it the core of how we do business.

That’s why Jamison Financial Group aligned itself with an independent and independent-minded broker-dealer, Investors Capital Corporation. At ICC, everyone knows that they’re ultimately working for you, the investor. They offer a comprehensive range of financial products and services—everything we need to help achieve your objectives, without proprietary products and the inherent conflicts of interest that can go with them. ICC is not an investment bank and their research is all created by third-party providers, which once again eliminates even unconscious conflicts of interest.

ICC goes the extra mile to give us what we need to give you the advice you deserve. And that’s why we chose them.