We also offer personalized financial advice on an hourly basis for clients that may not have a need or desire for ongoing portfolio management. At ATX Portfolio Advisors, you'll never have to wonder how we get paid or what our motivations may be. We take pride in being fully transparent about our business.
You can see how our Accountable Portfolios are constructed, as well as our Pricing here on our website. All of our accounts are held at third party custodians in separate accounts that provide reporting and online access. We are committed to your success as an investor by offering the resources and knowledge of a large firm, coupled with the personalized attention of a small company.
You can see how our Accountable Portfolios are constructed, as well as our Pricing here on our website. All of our accounts are held at third party custodians in separate accounts that provide reporting and online access. We are committed to your success as an investor by offering the resources and knowledge of a large firm, coupled with the personalized attention of a small company.
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Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors. I'm a Certified Financial Planner practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. Like many in Austin, I'm not from here.
Our Accountable Portfolios are designed to offer an optimized mix of stocks, bonds, and short term investments based on varying levels of risk. We begin with a belief that markets are efficient and that traditional active management doesn't perform any better than random chance would suggest.
Because no two investors are alike, ATX Portfolio Advisors offers clients a range of Accountable Portfolios designed meet the needs of your unique situation.If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio.
Because no two investors are alike, ATX Portfolio Advisors offers clients a range of Accountable Portfolios designed meet the needs of your unique situation.If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio.
We are agnostic when it comes to investment selection. We believe that markets price assets efficiently and that higher cost solutions rarely equate to better performance. Dimensional Fund Advisors provides an approach that is consistent with those beliefs. The fact that they are based in Austin made the decision that much easier.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
The Growth & Income Portfolio is intended to seek the potential for growth. It is appropriate for those moderately tolerant of risk and plan to invest for a medium/long period of time. The Growth Portfolio is intended to seek potential investment growth. It is appropriate for those with a tolerance for market fluctuations and risk and that are planning to invest over a long period of time.
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