We partner with our clients in a manner we would desire if we were in their shoes. We are:
Independent – As Investment Advisor Representatives and fiduciaries, we are ethically bound to act in and for our client’s best interests.
Experienced – With over 20 years of investment experience there is not much we haven’t seen or experienced before. Our documented historic research has helped us identify recurring patterns that may prove helpful with future investment decisions.
Process-driven – We do not sell commission-based products, but instead, charge a fee for our services. This may be an asset-based or contract-based fee, and we believe helps eliminate potential conflicts of interest. Front-and-back-end sales charges do not apply.
Not custodians – Most client accounts are held at Charles Schwab & Co, Inc., an independent, institutional third-party broker-dealer. This creates a type of barrier between us and limits access to our clients’ accounts.
Transparent – Our clients receive independent, third-party performance reports from Advyzon on a quarterly basis that fully discloses our fees, so clients understand the cost and timing of payments for our services.