There can be no bias toward investing in a particular company or investment product. Rather, our job is to formulate a written plan that becomes the blueprint for our asset-managing strategy.
The standard we set as a fiduciary is very high for a good reason: Our long-term relationship with most of our clients, built on trust, make this a comfortable choice for those seeking help in managing their assets.
Interested in learning more about our fiduciary services and how they can work for you? Call our office today at 724-382-1298 or complete the meeting form to the right to start a dialogue.
All our top managers are fiduciaries. So, when you make an appointment with one of our financial advisors we’ll have a set agenda in place that will help determine if we’re a good fit. This includes:
Once we analyze your portfolio, we’ll advise you based on what we learned whether you’re on the right track and what you might consider changing. We’ll also show you where you are now and where you could end up if you make certain changes to your portfolio.
A fiduciary has a legal duty to advise and act in the best interest of their clients in all financial matters.
A good fiduciary will ask you a lot of questions about where you are in your retirement investment strategy, if you’re satisfied and if you’re looking to do better.
You should say thank you and leave. A good fiduciary is supposed to advise you, not tell you what to do.
It will be someone who asks you a lot of questions, offers you sound advice, is not pushy and provides you with a feeling of trust. Even then it’s always in your best interests to do some homework and find out how others have faired with the same office.
A good fiduciary will provide you with a point-by-point plan based on your discussion and what you both determined is the best path for your retirement portfolio.