COMPATIBILITY Lloyd Tevis believes in an open partnership with our clients. We know you, the client, may already have established business relationships with banks, brokers and insurance agents. https://www.lloydtevis.com/web/compatability.htm At Lloyd Tevis, we do not ask you to change these relationships. Instead we advise you on the totality of your funds, regardless of where they are held. We do not ask you to transfer funds or open brokerage accounts. Our philosophy is to work with you, for the improvement of your life, in the way it is.