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a. We are fee-only financial advisors. We are compensated only by our clients.
b. We add value by investing primarily in portfolios of index funds that contain most of the stocks in a specific asset class.
c. Dimensional Fund Advisors (DFA) selected us to be one of the few fee-only financial advisors who are authorized to invest in their funds.
d. As Chartered Financial Analysts (CFA), we are qualified as security analysts to work in institutional research departments, to manage mutual funds, or to run hedge funds. Usually CFA's do not work with individuals.
e. We are members of NAPFA, a select group of financial planners that requires higher standards than CFP's.
f. As registered investment advisors and certified financial planners (CFP), we can take care of most of our clients' financial planning needs.
g. Being academically oriented, we implement the latest academic financial research, something few advisors do.
h. Our added value comes primarily from asset allocation.
No other investment advisors in Rochester, NY, have such unique qualifications. |
