Stanford Investment Group, Inc., an independent investment advisor and broker-dealer, proudly celebrates its 25th anniversary this year. On October 4th, the principals of Stanford Investment Group marked the firm's anniversary with clients, staff, and industry colleagues by hosting a cocktail reception at the Los Altos Golf and Country Club. This special milestone was commemorated by giving back to the community that has fostered its growth and success. Northern California Urban Development was selected as the recipient of a charitable grant given as part of the celebration.
"NCUD's credit union project really resonates with us as we welcome the opportunity to support an organization that will make a difference in people's lives by providing a much needed service. The donation is a way to give back and help those who are on the lower end of the financial spectrum," stated Carolyn Bell, Vice President.
For the past 25 years, Stanford Investment Group has provided a high-touch individualized approach to clients, offering a wide array of wealth management and financial planning services. They are committed to helping clients attain their dreams through thoughtful innovations and sound investment advice.
"We bring clarity and insight for our clients' financial choices through a menu of services called 'The Lifetime Wealth Advantage™.' Over the past 25 years we have proactively guided clients through many economic cycles and market changes. We earn their trust by delivering proven results based on our experience, discipline, objectivity and long-term perspective," said Helen Dietz, President and CEO.
The foundation of Stanford Investment Group's success lies in the close collaborative and trusting relationship established with each client. The firm prides itself on being a multi-generational company by leveraging the breadth and depth of the knowledge base within the organization. The wealth advisors of the firm have an average tenure of 22 years. Their team approach to managing wealth extends beyond day-to-day operational activities, to coordinate with other financial professionals ensuring clients' portfolios are aligned and integrated. Stanford Investment Group is located in Mountain View, California. The company has been named in The San Jose/Silicon Valley Business Journal (Sept 14, 2007) as one of the top 25 "Independent Investment Advisors," in Silicon Valley based on assets under management.
For more information visit the Stanford Investment Group website at http://www.stanfordinvestment.com
"Stanford Investment Group Heralds 25 Years"
http://www.losaltosonline.com/2007/10/10/stanford-investment-heralds-25-years/
Stanford Investment Group, a Registered Investment Advisor
and Broker/Dealer is not affiliated with Stanford University