Broker Check

Investment Style

By working with a fee based advisor it creates a direct working relationship where the advisor has your best interest in mind.   We are able to utilize investments that fit the client rather than the other way around.  We can focus on a Client's financial needs and goals as well as their risk tolerance and customize a plan for them.  Below are a couple of articles that talk about commission versus fee based advisors as well as active versus passive management.


https://www.morningstar.com/blog/2018/05/24/fund-benchmarks.html

 

http://fortune.com/2017/04/13/stock-indexes-beat-mutual-funds/