Curtis U. Testimonial
To Whom It May Concern:
Several years ago, my wife and I decided that we would undertake a thorough examination of our financial situation and consolidate our assets with one financial institution and one Portfolio Manager. We had each invested with different financial institutions during / following graduation from University and our subsequent marriage in 2002. Despite the fact that we had relatively significant growth in assets over a short period of time – and had stable / “white collar” employment – we did not feel that our financial advisors were dedicating any meaningful time or resources to our respective portfolios. The losses / nominal returns that we were receiving during this period of time – in what was otherwise a “bull” market – made it clear to us that we had to look at other investment options. We ultimately met with several advisors over the course of multiple days. As we were engaged in this process, we quickly realized that one candidate stuck out significantly over the rest: Rob Tetrault. His enthusiasm, knowledge and level of expertise became evident throughout this selection process. As a result, we made the decision to transfer the entirety of our savings to Rob. This has been one of the best decisions that we have ever made.
Although our savings were relatively significant (at least for people in our age bracket), I readily recognize that our investment portfolio is not the largest one under Rob’s control. However, since we have transferred our assets to Rob, we have been treated to nothing short of exceptional care and service. Rob and his staff have expended a tremendous amount of time and resources to ensure that our investment needs are met on both a professional and consistent basis. Through his client events we have met Kevin O’Leary, and their renowned Chief Economist (among others). Rob always takes the time to ensure that we are involved in the process and are educated about the “ins” and “outs” of investing. In short, by providing us with regular updates and unparalleled service, Rob and his team have made us feel like we are, in fact, the largest portfolio under his control.
As an added bonus, Rob has surrounded himself with a dedicated, energetic and knowledgeable team. Derrek Funk is always quick to get me any reports or information I need (usually the same business day). I have also dealt with Karen Kazina and thoroughly enjoy discussing matters with her.
Finally, investing is also a results oriented business. I work in a profession where several colleagues have money to invest with Portfolio Managers. I have “compared notes” with those colleagues who have invested with other Portfolio Managers. Although most – if not all – of those Portfolio Managers are personable and competent, it is evident that Rob has superior portfolio management skills. Since we’ve moved to the Rob Tetrault Wealth Advisory Group, we have consistently outperformed both the market and the portfolios of my colleagues – what I would consider an ultimate benchmark – by a rather large margin. Moreover, Rob and his team do not rest on their laurels. Rob and his father Claude continuously update me on strategy changes which have added some additional returns to our portfolio. Given my dealings and history with Rob, I have no hesitation in strongly recommending him to anybody considering a Portfolio Manager.