BENEFITS TO YOUR CLIENTS

The benefits to your clients include:

  1. A successful investment experience based purely on independent academic research, free from market forecasting and speculation;
  2. Peace of mind in the knowledge that their portfolio is prudently managed to reduce risk and cost;
  3. Tax-efficient investment management.

Other Unique Benefits

Following is a list of what we believe are the Top 10 Advantages of why your clients would invest with you as a Wealth Management LLC advisor.

The TOP 10 Advantages to Your Clients

  1. No front-end loads or commissions. (No A shares.)
  2. No back-end loads or surrender fees. (These are not B shares, so your clients are not locked in for up to eight years like some other investments or annuities.)
  3. No 12b1 "marketing fees".
  4. Your clients are never locked in and can get money out any time they need it.
  5. You as an advisor are fully diversified with mutual funds that do not include style drift, making construction of a fully diversified portfolio based upon the asset classes much more efficient. (This is very important because 94% of investment results come from asset class selection and not market timing or stock selection.)
  6. Your client's accounts will be rebalanced to take advantage of market fluctuations.
  7. Your client's portfolio will be managed to keep income taxes to a minimum and tax-managed funds will be used when appropriate.
  8. Your client's portfolio will be managed using the Nobel Prize winning Modern Portfolio Theory.
  9. You will be a fee-only advisor, which the investment industry recognizes as having a minimal conflict of interest. There is no incentive to buy and sell to gain a commission.
  10. Most importantly, you establish a trusted-advisor relationship, dedicated to your client's financial future. (Based on the Dalbar Study, disciplined investing can help you get approximately three times more than the average equity investor has made over the last twenty years.)