Choosing a Financial Advisor
- Total Independence – We are “client focused” and completely independent, which means we do not have an interest in advocating a particular broker or investment company’s products. We actively seek out investments from a very broad opportunity set that will best serve our client’s interest.
- We do not suffer from what industry observers have dubbed “agency issues”. These issues arise when the investment advisors interests are not aligned with those of their clients. Being independent means we are not beholden to an overgrown financial firm that is incentivized to sell its’ own products to clients.
- We are a “fee only advisor” which means that we are not compensated by the products that we sell to clients. We are only compensated by the correlated asset level we manage for our clients.
- Our interests are clearly aligned with our clients, prudently growing your assets. We gladly accept the role of acting as a fiduciary. When choosing an investment advisor make sure that the individual or firm you are considering will accept the “fiduciary” designation and is a “Registered Investment Advisor”