Our investment management process is based on value investing. We consider the margin of safety as a cornerstone of long-term financial performance.
We also bring full-service value to our client experience. Our team is there to ensure that clients are informed and educated. We ensure that there is constant communication with our clients through our weekly market update emails, mid-year performance reports and client reviews.
It is our belief that value investing is the best methodology to help clients reach their financial goals.
Your interest is at the forefront of our investment decision.
We understand the trust clients place on us and the fiduciary duty this entails.
Our Wealth Management Process is easy to understand, customized to your individual needs and is proven to help our clients achieve their goals.
The client always comes first and we always have our clients’ best interest.
Wes McComb has been with NBF for over 25 years coupled with NBFs over 110 years in the industry, they have developed a long-standing partnership which is mutually rewarding.
The stability and financial strength of NBF provides Wes McComb with the entrepreneurial spirit to service and manage his clients’ wealth in their best interest.
Someone is always there to answer any questions or provide you with assistance during business hours.
Our longevity means you can count on us to be there for you when you need us.