Choosing the right financial advisor – Why the independent, fee-based RIA is important to YOU

Fee-based Independent RIA – Why it is important

  • You know your goals are aligned
  • No hidden fees
  • Decisions are based on client needs and not commission or product driven

Institutional Investment Management – Why it matters

  • Improves pricing and execution
  • Portfolios are managed within a trading system to insure pre-trade compliance and deliver customized client solutions
  • No outlying securities or unknown portfolio surprises
  • Investment Team with specialized roles and extensive experience