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About Us Private Client Services, Inc.'s mandate is to be your advocate. Through our years of Financial Industry experience we are always concerned about an unspoken dilemma between the industry's interest and the client's interest. After all is said and done, the financial representatives at banks, brokerage houses or their respective Wealth management or "family offices" represent their Company's interest, along with their own, first. The representatives need to fulfill quotas in order to obtain their bonuses and promotions. The company's interest comes first. That is who pays the representative, who they are employed by, and who provides the tools and trains them. The client is courted by the representative and feels that the representative is acting primarily in the client's best interest. We don't believe the client's interest falls behind that of the share holders, employees and executives. We believe the client's interest MUST come first and the current status quo is not acceptable. Even independent firms are starting to diminish these values as they go public, grow and strive to standardize their approach so they can be more scalable and profitable. Private Client Services, Inc. was founded to represent you. We are your Advocate. We work for you. We first and foremost look after your best interest and protect you. In most cases you end up in a more cost effective environment, customized to your needs and objectives and in all cases you can retain your existing relationships. We assist you in gaining peace of mind by standing on your side while giving you confidence, visibility and transparency into the pros and cons of your choices. We provide a Total Wealth Advocacy Platform that can assist in every area of your financial life:
Thank you for considering our company to be your Advocate. We are honored to have an opportunity to serve you, your family and your business interests. Kindest Regards, Kamyar Shadan |
We are your wealth management advocates. We sit on the same side of the table as you do and look after your best interest. |