Broker Check

The 4 Investor Questions that Matter

The 4 Investor Questions that Matter

The 4 Investor Questions that Matter


1)  Are You Working with Someone You Can Trust?

We believe you should work with a financial advisor who always acts in your best interests by adhering to a fiduciary standard. Only independent advisors have an ethical and legal duty to put their clients first. This is why it is so important to ask a financial advisor if he or she is a fiduciary. The advice you receive should never be compromised.

We always work with a fundamental obligation to act in the best interest of our clients and to provide investment advice in their best interest.


2)  Do You Have the Plan That’s Right for You?

We believe all investors should have long-term plans that reflect what is most important to them — their values, needs, concerns and hopes.

Our tools and resources help us to really understand what matters most to you personally and financially in order to put together the best possible long-term plan.


3)  Do You Have Confidence Your Portfolio Will Get You There?

We believe portfolios should be designed to give investors the highest probability of achieving their goals with a suitable amount of risk.

You may benefit from the Asset Class Investing philosophy, which is founded on the idea that markets can create long-term wealth. The approach is based on decades of investment data and analysis as well as the work of Nobel Laureates and leading academic institutions.


4)  How Do You Stay on Track?

We believe no one knows what the future will bring, but a good plan should help you stay invested in a variety of market environments. And it should be flexible enough to reflect changes in your life.

As markets go up and down, it can be hard to prevent emotions from getting in the way and turning temporary declines into permanent losses. We work closely with you to help you stay focused on the long term and on track to achieve your goals. In addition, we will closely monitor your plan, update you regularly on your progress and make any changes necessary to keep pace with where you are in life.