Is it more reasonable to believe that Wall Street's research, which has a history of conflicts of interest, is better than the unbiased research of Noble Laureates and world renowned academics? Hi, my name is Ron Mohr - founder and principal of Mohr Wealth Management Inc. I understand that your situation, goals, and willingness to take risks are unique.
To get to know you better, I ask a lot of questions. I will review your existing portfolio and examine how your current holdings might fit into our proposed asset allocation strategies. From there, I educate our clients about our unique approach and why I feel so passionate about it.
To get to know you better, I ask a lot of questions. I will review your existing portfolio and examine how your current holdings might fit into our proposed asset allocation strategies. From there, I educate our clients about our unique approach and why I feel so passionate about it.
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We believe conflicts of interest can occur with the traditional commission based model. Traditional models of investing are based on trying to predict which stock is better than another. Academic research supports the idea that time spent trying to predict and "play" the market may actually put investors at a disadvantage*.
Mohr Wealth Management employs an investment philosophy that takes the drama out of the markets ebbs and flows. It may not be the most exciting way to invest, but we think you'll be all right with that. Compare the typical investor scenario with ours and let us know when you would like to get started.
That list includes among others, the Maryland State Retirement System, Citigroup, Pepsi, Cornell University and the Salvation Army. In 1989 DFA began offering their funds through a select group of advisory firms.
As one of these advisors, our goal is to educate our clients about asset class investing, to develop portfolio allocations that our clients are comfortable with and to help them maintain the necessary discipline to help ensure their future.DFA funds are not available through traditional broker/dealer firms nor directly to the public.
As one of these advisors, our goal is to educate our clients about asset class investing, to develop portfolio allocations that our clients are comfortable with and to help them maintain the necessary discipline to help ensure their future.DFA funds are not available through traditional broker/dealer firms nor directly to the public.
We invite you to join a growing league of investors with new ideas: corporate professionals, small business owners, and families from the Columbus area and beyond. Our clients are people from all walks of life who've built a bit of wealth and who now realize that rather than trying to out guess the market, they can let it work for them.
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