At The Mint Private Client Group, our mission is simple: to provide personalized investment advice* that helps minimize our clients’ financial concerns and helps increase their confidence in investing. Pat Robertson understands that every client has individual needs. Our role is to help you make knowledgeable decisions about your investments—striving to provide you with greater financial sovereignty. Our investment strategies seek to enhance your success. Our goal is to establish a growing portfolio that helps optimize returns and helps lower volatility. We offer securities and advisory services through SagePoint Financial, Inc., one of the country’s leading independent broker-dealers. This union allows The Mint Private Client Group to provide comprehensive quarterly performance reports, detailed tax information, and high levels of advice and service at a reasonable cost.
