Our activities may involve overseeing investments, budgeting, banking and taxes strategies. Our process includes planning, analyzing, executing, monitoring and adjusting the aspects of your financial plan with the goal of achieving your financial objectives.
We are Fiduciaries
Federal and state law requires that Registered Investment Advisors (RIA) be held to a Fiduciary Standard. This requires an advisor to act solely in the best interest of the client at all times. RIAs must disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement and must adopt a Code of Ethics and fully disclose how they are compensated.
When investing, we will look at your investment goals and objectives so we can structure an investment strategy to accommodate your risk tolerances, time horizon and special circumstances. We will tailor your investment portfolio based on your specific long term and short-term goals for cash flow, retirement, and liquidity for other immediate and long term needs.
We have a passive investment philosophy and we only make changes to your portfolio based on information we receive indicating a changes in investment fundamentals, extreme or unusual changes to market conditions or your direct request.
*Money management services are provided through Nigido Mullin Investment Strategies, LLC