Our latest work features Bellevue based investing firm, M.W. Boone and Associates. As we listened to their story, and got spend time around their office, what really stood out was their tight knit, team atmosphere and how that translated to serving their clients. One of the common themes throughout all the interviews was that they cared about building relationships. Clients were treated as more than just numbers on a spreadsheet, but rather like family. Each person mattered no matter how big or small his or her portfolio.
In short, we learned that they genuinely care and look out for their client's best interests. Its not everyday that you see this in corporate American so when you get to tell the story of a company like M.W. Boone, its very refreshing.
More VIA adventures to come…
Tyler + Team VIA