Three Criteria for Selecting a Financial Advisor
After more than 20 years of business and hundreds of clients, we identified three key criteria that contributed to the best outcomes in wealth management. In addition to adhering to our investment philosophy, we deliver:
We work for you. We do not accept 12b-1 fees or commissions from mutual funds or other investment vehicles to move their products, so every decision we make is in your best interest. Ask your advisor about fees and incentives and how they might impact what’s available to you.
Plan, execute, measure, adjust … then repeat. Wealth management should be proactive. We don’t claim to know everything about the future, but we do plan for it. Your investment program should be flexible in order to respond to life’s uncertainties. Ask your adviser how “What if” situations are included in analysis delivered to you.
We’re big enough to handle your business, but structured to remain attentive. As a client, you get our attention, access to the entire team and regular updates about potential opportunities and possible risks. Ask your current adviser how service is uniquely tailored to suit you. (Better yet, ask other clients).