Royal Securities

David Moelker
Partner
Senior Vice President - Investments

January 23, 2012 Update 

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I started in the financial services business back in May 1998.  From then until the current period, the financial and economic environment has been a challenge for both investors and financial advisors alike.  These financial crises have helped structure my business in a way that I can provide safety of principle along with segmenting of assets into strategies that help clients migrate through difficult markets.  We have had the worst periods in the market since the Great Depression.  We have also seen very good markets from 2003-2007 followed by very bad markets.  I have changed my business practices over these time periods to align my clients concerns with their assets.  Listed below are my guidelines on which I focus my business around.

My Value Commitment

Values are the principles by which I want to operate my business and create a benchmark of standards that surpasses my client expectations.  The important values that drive my business are:

  1. Clients always come first
  2. Provide solutions that align with each others values
  3. Always provide appropriate and objective advice
  4. Provide an ongoing service model for my clients that keeps them well informed in all market and economic cycles

MissionStatement

My mission is to achieve a standard of excellence in our profession by providing personalized value-added services. Become indispensable to affluent clients by assisting them in making proper financial decisions. My process is to reach a high level of integrity and professionalism in my relationship with you, my client. I will know and understand your financial situation and provide you with quality information, services, and products to help you reach your goals. It is also my mission to use investments that have had historically high quality and sustainability in different market cycles.

As a reminder I update my website weekly to give you a current market and economic snapshot. These are timely in the fact they are updated every Monday.

Again, thank you for your business and I look forward to working with you. 
 
Please call or email me with questions or comments.
 
Dave Moelker
Partner
Sr. VP-Investments
Royal Securities

 

 
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