Clients are tired of working with high priced investment advisors and not getting what they are paying for. This issue is wide spread across the entire investment industry which is why Vanguard and many of the self directed brokerage platforms have seen record inflows over the past few years. This situation has left investors in a tough spot.
“Do I self-direct my investments and risk making a mistake that could cost me thousands of dollars or cause me to have to delay retirement?”
“Do I continue to use my advisor that I’m not thrilled with but it’s better than nothing?”
If you have asked yourself either of these questions within the past year, you are not alone. Our firm has set out to change that and we have developed a better solution for our clients. What if you could work with an advisory firm that has:
- Reasonable Fees
- Fee Based
- Delivers A Solid Financial Plan
- Guarantees A Response Within 24 Hours
- Certified Financial Planner®
- Regular Review Meetings
- Easy To Understand
- No Use of Expensive Third Party Money Managers
# of Clients
Average Client Size
“Data as of 3/31/2020”
Also, there is NO Little Fish or Big Fish treatment at our firm. We have individual clients that have $25,000 invested with our firm and other clients that have a few million. We sincerely value each client relationship because we appreciate that our clients have made the decision to trust us with their financial future.
How do we do it? We have a “block trading system” which allows us touch all of our client accounts all at the same time. Most small to medium size investment firms trade each client account individually. So they start with their largest clients, of course, and then work their way down. Maybe some of their “smaller accounts” don’t event get traded. Client sometimes find themselves in the situation where they used to be a “big fish” but as the firm grew they are now beginning to feel like a small fish in a big pond. At our firm, we made the decision to throw the pond out the window.
Virtual Investment Advisory Services
For clients that live outside of the Capital Region, we designed a virtual investment advisory service that provides our clients with:
- Fee based advisory services
- Reasonable fees
- Semi‐annual investment reviews
- Easy to use video conferencing
Contact Us For A Complimentary Consultation
No high pressure sales tactics. We are financial planners not salesmen. We can provide you with a side by side comparison of your current investment portfolio versus our recommended model portfolio and discuss our outlook for the markets. There is no fee for these consult meetings.