Our Pledge

Trust, Respect, Integrity

You can trust Mosaic to always be there when you need us, answering your questions and working with you in pursuit of your goals. Since service is all that we sell, you can count on us to:

  • Treat you with respect, honesty, and integrity
  • Work as your financial coach, always putting your interests first
  • Educate you to ensure that you are comfortable with each of our recommendations
  • Strive to exceed your expectations at every level of the relationship

The Mosaic Newsletter

How Portfolio Theory worked in Real-World 2017
For investors, 2017 was a mirror image of 2016.  The top performing types of American companies in 2016 were the biggest laggards in 2017.  Meanwhile, the worst performing types of U.S. stocks in 2016 were the biggest winners in 2017.  Read More