Broker Check

Points of Differentiation

Points of DifferentiationH&AOther
1.Advisor with background in ethicsYesRare
2.Operates by a Fiduciary StandardYesRequired
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.Proprietary ETMsm Enhanced Tactical Management to better manage investments in-houseYesSelect
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 holds Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designationsYesSelect
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] Trading Mutual Funds for Beginners

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