Why My Portfolio Guide?

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

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:

  • Fiduciary obligation putting client interests first (ask your current advisor to actually put this in writing…We will!)
  • No hidden commissions or fees (simple & transparent fee-only compensation)
  • 100% independence from any Wall Street firm, bank, insurance, or investment company (zero conflict of interest!)
  • Single point of contact with responsive, seamless, one-stop service all supported by our world class Institutional Service Team
  • Personalized portfolio models designed around your specific risk tolerance and goals (no “buy & forget” or boilerplate solutions)
  • Investment and risk management decisions driven by strategic and tactical asset allocation with unbiased research and cutting edge technology resources
  • Lowest fee schedule for customized investment advice. We will meet or beat your current advisor’s fees by 25% or more!

So…Why My Portfolio Guide? Ask yourself if your current solution addresses all of the above bullet points?

Take advantage of a free review and comprehensive analysis of your portfolio. If you’re managing your own investments, we also invite you to see how we can add value and discipline to your portfolio with our unique approach.