What Can an Investment Advisor do For Me?
An investment advisor manages and grows financial assets by designing and delivering a portfolio of the best performing, lowest cost, financial products and services.
By understanding the language risk and return, an investment advisor provides the day to day portfolio monitoring and refinement that needs to be taken as market conditions change, so clients can obtain an above average risk adjusted rate of return.
The advisor does not receive commissions or fees from any financial product or service that is recommended, which eliminates any bias. Advisors compensation is always fee for service, and based upon the performance of the portfolio.
An Investment Advisor registered with the State of California has the fiduciary responsibility to act in your best interests at all times and be accountable for the long term suitability and appropriateness of all of the investments in your portfolio.