A WORD FROM OUR CLIENTS


"Coming together is a beginning. Keeping together is progress. Working together is success." - Henry Ford

WE'RE ON THE SAME PAGE. At MORELAND CAPITAL, we value our clients above anything and everything we do. From the moment you first contact us, we will treat you with dignity, respect and honesty. Quite frankly, we love working with people. Not because they pay our bills, but because we actually enjoy being able to meet their needs, solve their problems, develop innovative solutions on their behalf, and exceed their expectations. We are not a quick-sale company. We are a long-term partner. We go the extra mile because we want our clients to succeed. After all, if our clients don't succeed, then we don't either!

Below are some comments from clients we've had the great pleasure of working with over the years.


    "Tom regularly exceeds all of our expectations in meeting financial goals. Moreover, he has always taken the time to understand our needs, allowing him to consistently offer outstanding solutions and educated advice." - Mr. and Mrs. A. Doud, Private Investors, San Diego, CA


    "As an attorney licensed in both California and New York, I am in the business of giving advice. Naturally, I expect perfection from someone who advises me, especially when it comes to my finances. I can safely say that after years of working with Tom, I feel complete confidence in our relationship, and more importantly, I feel that I am completely aware of the consequences of any decision I make...which means a lot to someone from my profession." - Ms. P. Bala, Esq., Attorney, Los Angeles, CA


    "I have worked with Tom since the late 90's and have come to depend on him time and time again for both standard and special investment expertise. I have found a true partner in MORELAND CAPITAL as they consistently provide creative investment ideas and offer dozens of practical tools that help making financial decisions much more palatable." - Mr. J. Ackerson, First Vice-President at CB Richard Ellis (NYSE: CBG), New York, NY


    "I am a young investor who is fairly new to the market. In the three years I have worked with Tom, he has demonstrated patience and a commitment to help me make informed decisions about my investment and retirement portfolios. He is always available to answer my questions and provides me with well-researched investment options for me to consider." - Ms. A. McNamara, Non-profit Program Director, Bozeman, MT


    "I have been working with Tom for over seven years now and I am impressed with his vast knowledge of the markets, professionalism and his customer service. His company is continually adding value to his clients' financial well-being through his array of communications and sound counsel." - J. Brownell, Bloomberg, New York, NY





The testimonials herein may not be representative of the experience of other clients and are not a guarantee of future performance or success.


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