Your Experience RELATIONSHIPS BUILT ON TRUST Blue Fin Capital is a privately owned, independent investment advisory firm. Our success in private wealth management depends on the relationships and level of trust that we maintain with clients. We recognize the significant responsibility that each client places with our firm and we are dedicated to meet this responsibility. At all times and in all instances, we conduct our business with clients-and on their behalf-with the utmost candor and integrity. A PROACTIVE APPROACH TO SERVICE Blue Fin Capital strives to maintain strong communication channels with clients. We communicate with clients regularly via face-to-face meetings, written correspondence, telephone conversations, or e-mail. We encourage each client to identify his or her preferences for contact frequency; this then establishes the tempo for communication with the firm.We keep our clients informed. We encourage questions and discussions and believe this is the most effective approach to portfolio management. We believe that delivering superb client service enables us to capitalize on one of our unique advantages. ACCESSABILITY AND CONTINUITY A relationship with Blue Fin Capital is characterized by personal service and stability. Our entrepreneurial culture gives us an opportunity to truly differentiate our firm by providing a service experience of the very highest caliber. Blue Fin Capital offers clients direct access to senior management and continuity in our relationships. A PARTNERSHIP WITH EACH CLIENT Wealth management is a private business. There are no substitutes for candor, discretion, integrity, and trust. We invite you to further explore what a partnership with Blue Fin Capital can do for you. Please call us at (401) 454-0772 or email us at firstname.lastname@example.org.