What do you value the most about being at Human Investing?
We get to do meaningful work for clients who appreciate what we do. Importantly, we’ve assembled a fantastic team of individuals that desire to love, care, and serve each other and our clients.

What do you believe clients are looking for now more than ever?
Partners and technology that can give them prescriptive advice back by facts, modeling, etc. Put differently, the companies that we work with are commonly refreshed by the level of detail we go into when attempting to answer and “should I do this or that” or “what’s the most effective way to” question.

What do you value the most about being at Human Investing?
As our name suggests, Human Investing embodies our unwavering commitment to our clients above all else.

What do you believe clients are looking for now more than ever?
Clients are looking for a combination of expert advice and an understanding of what they may be dealing with in terms of their own circumstances. Their money is never just about their money, there is always the story behind the money.

What do you believe clients are looking for now more than ever?
Investors are seeking a trusted partner who can guide them through the complexities of the financial landscape while staying aligned with their core values and goals.

What do you believe clients are looking for now more than ever?
Personalization and excellence. By that I mean being seen as human and being treated with kindness and respect while also receiving exceptional service.

What do you value the most about being at Human Investing?
I love that I work somewhere where I can see the impact I’m making on the business. I can answer client questions or problems that directly improve their financial lives, or give them peace of mind.

What do you value the most about being at Human Investing?
The team’s commitment to serving clients at the highest level. Going above and beyond what’s expected.