The investment advisors at Griffon May take their time getting to know each new client. When developing a suitable investment strategy we consider your current and future financial expectations, risk tolerance, personal preferences, pending lifestyle changes and other pertinent information.

Clients receive monthly account statements highlighting all transactions and market values along with year-end tax information. Account managers are in frequent personal contact with individual clients and annual meetings are held to review account performance and update financial goals. The frequency of contact depends on the specific reporting, risk tolerance and comfort needs of each individual client.

Griffon May provides every new client with a copy of Part 2 of our ADV (a Securities and Exchange Commission advisors form) and offer to continue to provide this annually. Client assets are held by a corporate custodian, typically Pershing LLC. Compensation is calculated as a percentage of assets under management and is charged to the client for the most recent preceding month.

Choosing a financial advisor that you can relate to honestly, are comfortable with and trust is extremely important. We appreciate your interest in our services and invite you to come and sit with us to see if our personalities and investment strategies are a fit.