INVESTMENT MANAGEMENT
Our mission is to provide families and businesses in our community with personalized strategies leading to confidence and security.
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In the financial services industry, you may receive financial advice in one of two ways: by registered representatives or brokers, or through Investment Advisors.
What is the difference? Investment Advisors have a fiduciary duty to put their clients’ interests ahead of their own.
We are held to a Fiduciary Standard.
The Fiduciary, an Investment Advisor Representative:
- Provides investment advice based on your goals and risk tolerance
- Puts your interests first
- Understands your specific financial situation
- Offers straightforward advice that reflects your long-term goals
- Recommends investment strategies that best fit your unique needs
- Uses a fee-based structure and are compensated by their customers for advisory services
- May receive separate commissions for the sale of insurance products