Senior Shopping Guide

Every company offering a service or product should differentiate itself from the competition…but how many truly do?

As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it’s being managed.

Any prudent consumer should shop around and we actually encourage you to do so.

What you’ll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us!

Along with this promise to you, here is what sets us apart:

• NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)
• A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST  (ask your current advisor to provide this in writing…we will)
• INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY
• FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST
• LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE
• ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASSS INSTITUTIONAL SERVICE TEAM
• ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM
• A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT
• PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS
• INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION
• CUSTOMIZED INVESTMENT GUIDANCE ;  NO PASSIVE “BUY AND FORGET” OR BOILERPLATE SOLUTIONS
• PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES
• ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE

So….Why My Portfolio Guide? Ask yourself if your situation addresses all of the above?

If not, we invite you to take advantage of a free review and analysis of your portfolio. If you’re managing your own investments, we also invite you see how much value and portfolio discipline can be improved with our unique approach.