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Client Services
As a financial advisor you value the trust you have established
with your clients. Aris understands how vital trust is to your
practice - how hard it is to earn and how easily it can be lost.
Every member of our staff is dedicated to providing the information,
analysis, service and support necessary to build on the trust
you have already achieved and strengthen that relationship with
your client.
Our Expert Staff:
To provide the maximum benefit to our affiliated advisors, Aris
has built a staff that includes employees with designations of
CFA, MBA, CPA, CFP, MSPA, MAAA, FCA, QPA, QKA, CPC, and
EA. For example, George Taylor, EA, Aris' chief actuary with
more than 30 years of experience, provides a critical service
to the Aris qualified retirement plans. During 2001, he served
as the president of the American Society of Pension Actuaries,
the country's largest independent actuary group.
Our Service and Support:
Aris' customer service teams are structured around our consultants
and are equipped with knowledge and tools needed to meet the
needs of you and your clients. Aris continues to invest heavily
in new technology designed to provide the most complete information,
as quickly as possible and in a format you can use. Our in-house
training programs assure you that our staff have the most up
to date information and the proficiency they need to serve you.
Management Team
Aris brings to bear the industry's best technology and investment
resources. However, the core of the Company's success is the
experience, skill and entrepreneurial spirit of its people.
From Founders Robert Szeyller, and Robert McNichol, down through
the ranks, Aris is made up of financial professionals who have
earned their stripes in the trenches. This overall combination
of experience, skill and energy has made Aris a unique leader
in the specialized financial services industry.
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