At Segment, we always behave with respect, integrity, and character. We are dedicated to our clients, using focused, consistent strategies to deliver superior performance. Additionally, we are fee and tax sensitive. Most of all, we are always reliable and responsive to our clients.
Segment Wealth Management is registered with the SEC as a Registered Investment Advisor. Segment utilizes third-party custodians, such as Charles Schwab & Co., Inc., to provide order execution as well as secure client asset custody and reporting services. We do not receive commissions or payments from third parties.
Concise and accurate information convey our superior service.
We're prepared for performance at the highest level.
We see our strategies through with focus and consistency.