office (801) 208-2020
fax (801) 302-1355
Process
Objectives Established — Your investment risk attitude is evaluated so your portfolio can target your goals.
Portfolio is Diversified
— The investment portfolio is allocated using software that incorporates modern portfolio theory to optimize returns while minimizing volatility.Investments
– Mutual funds that typically have front-end or back-end loads can be purchased for our clients for free because of our affiliation with the Institutional Funds Network through Fidelity Investments.Active Management
— Your investments are actively monitored daily to protect from inconsistency and poor performance in your portfolio.Competitive Pricing
— You pay an annual management fee for assets under management. We are not paid by commission, so our selections are totally unbiased.Liquidity of Investments
— Fidelity Investments is the custodian and record keeper for your investments. Fidelity provides you with detailed monthly reports. Only you can withdraw money from your accounts. Accounts are protected up to $100 million by the SIPC.
Our goal is to provide you with honest, personal and accurate financial advice throughout your LIFETIME.