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?
CRD#
Firm CRD#
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Foreign Languages Serviced
Investment Types
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Firm's Number of Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Advisor's Number of Clients
Assets Managed by Advisor
Fee Structure
Fee % Based on Assets
Minimum Fee Charged for Managed Accounts
MBA (Masters in Business Administration) - Business Administration
Bachelors - Economics
Certified Financial Planner - Financial Planning