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We ardently believe that customers deserve to know exactly how their financial professional is compensated. We are committed to fee-only financial planning to ensure all conflicts of interest regarding compensation are removed from any financial advice. Most financial advisors and brokers focus solely on investment management and portfolio allocation. But this is only one part of the planning process. No one can predict which asset class will perform best in any one year. This is why we believe in building downside protection into every portfolio we manage. In addition, we believe success is more probable if the client takes a long-term focus.
Read the complete announcement HERE. The following dates are a guideline and subject to change. Jan 31, RFI document available. Bidders may ask for clarification or assistance in completing the RFI. Feb 29, Long List Announcement.