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Broker Check

Points of Differentiation

Points of DifferentiationH&AOther
1.Advisor with background in ethicsYesRare
2.Operates by a Fiduciary StandardYesSelect
3.Independent adviceYesSelect
4.Client portal with access to both managed and unmanaged assetsYesRare
5.Fees of the advisor less than average mutual fund[1]YesSelect
6.Advisory Team with 100+ years of combined experienceYesSelect
7.Uses proprietary trading strategy to balance risk/returnYesRare
8.Offers both comprehensive financial planning and investment managementYesRare
9.Planning & Investment experience in up, down & sideways marketsYesSelect
10.Understands the difficulties and decisions affecting wealthy peopleYesSelect
11.Same day response to most questionsYesSelect
12.Advisory Team consists of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC)YesSelect
13.Reports sent to you capture decisions and drive actionYesSelect
14.Offers access to Life, Health, Disability, & LTC insurance specialistsYesSelect
15.Fee only planning and advice availableYesSelect

[1] The Cost of Mutual Funds