The Important Things
That you need from an advisor…
As a Registered Investment Advisor (RIA) we are required by Federal & State law to follow a fiduciary standard of care. As a fiduciary we must, at all times, act for the sole benefit and interest of our clients. It is a relationship of loyalty, integrity, and trust.
Proof of Performance
Our performance is not hidden. Does your financial advisor show their performance vs. the S&P 500 or a benchmark? Most don’t. They want to keep you in the dark and hide the fact that they are probably losing to a cheap index fund. Our results are in the blog, with trade activity and statements from the model portfolio.
While we trade and invest, we still maintain asset allocations for clients. The trades in the model portfolio aren’t for everyone, so we tailor asset allocations to your risk tolerance and try to protect you from sleepless nights!
Subscribe to our Twitter feed or our Blog. All the performance statements are right there for you, no hiding, fully transparent. We make a plan, set ground rules, and wait for opportunities.