EXAMPLE PAGE - BROCHURE - LOM - Flipbook - Page 19
Our Commitment
to You
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LOM is guided by five core principles
1
Fiduciary Responsibility: We have extensive measures in place to protect your assets. The firm maintains a
2
Privacy: We take our clients’ security and privacy seriously. We go to great lengths to safeguard your assets
3
Objectivity and Independence: We act in your best interests and will provide independent advice; we are
4
Professional Service: Your dedicated private client relationship management team or financial advisor
5
Continuity: The Lines Family have been in the private wealth, trust and banking business for over
very conservative balance sheet and we have extensive measures and systems in place to secure and protect
your assets.
and your information from the minute you are accepted as a client.
not influenced by the interests of a parent bank or investment dealer.
will provide personal attention to your financial and account administration needs.
6 decades; LOM at its roots is a family office. We look at every new relationship as the start of a
long-term, inter-generational relationship. These relationships are our core business.
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