Every financial advisor 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 CLASS 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 current advisor addresses and meets ALL of the above
criteria?
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1874791/paladinregistry-My-Portfolio-Guide-detailed-disclosure.html