Client Goals: To delegate investment decisions to a trusted advisory team that has the experience and resources to manage investments in the clients’ best interest. These clients see investment management as the way to reach financial goals and utilize the expertise of qualified investment managers.
Our Confident Investor clients seek only investment services through a fee-based investment account, free from commissions and conflicts of interest.
We will review your goals, time horizon, and risk tolerance prior to recommending investments. Additionally, we will maintain all aspects of your investment accounts including tax basis, reporting, and analysis. We also provide investment reviews and online account access. This ensures your goals align with your investment strategies.
*Additional platform and strategist fees may apply*