Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the orientation of their financial advisor candidates. As a result, they may risk choosing an advisor who isn’t a great fit. Here’s a look at four different types of advisors you are likely to encounter and how they stack up against each other in some key areas.
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for the future performance has been studied before and is illustrated in this attachment. Standing by if I can be of any assistance.
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. At 360 Family Office we have a investment philosophy aligned with Dimensional Fund Advisors. That philosophy is built by Nobel Prize winners as well as doctorate holders on actual statistical outcomes, not opinions based on fear or a guess. The philosophy includes a plan for the upside and downside market environment. It is primarily represented by asset allocation before market events that reflect the financial profile and needs of our clients. Said another way –