We work with our clients in a manner we would prefer if we were in their shoes. We are:
Independent – As an investment advisor representative and fiduciary, we are ethically bound to act in and for our client’s best interests.
Experienced – With over 24 years of individual experience that includes two of history’s more significant stock market declines, there’s not much we haven’t seen or experienced before. We have incorporated our experience into our process should similar events occur in the future.
Process-driven – We do not sell commission-based products, but instead, charge a fee for our services. We believe this helps eliminate potential conflicts of interest. Front-and-back-end sales charges do not apply.
Not custodians – Every client account is held at Pershing, LLC, an independent, institutional third-party broker-dealer. This creates a type of Chinese Wall between us and access to our clients’ accounts.
Transparent – Our clients receive independent, third-party performance reports from Advyzon on a quarterly basis that discloses our fees, so clients understand the cost and timing of payments for our services.