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Core Investment Values

At Frank Snyder we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those Investment products and services that we believe are best suited to help meet your financial objectives and goals. We offer you timely, objective investment advice, and promise to do so with the highest level of integrity and service.

Frank Snyder Core Values

  • Be open, honest and forthright in all matters
  • Provide unbiased, high-quality service to each client
  • Be ethical in the performance of our duties
  • Respect the concerns and views of our clients
  • Do what is best for each client
  • Accept only those clients where we believe we can potentially add value to their present situation

Investment Philosophy

Successful investing requires patience, focus and discipline. Warren Buffett once said “The market is very efficient at transferring assets from the impatient investor to the patient investor.” At Frank Snyder, we believe that along with patience and discipline, the proper asset allocation, determined by each client’s individual needs, is the greatest factor in achieving success.