Let's examine your current or past relationships with financial advisors. What are you happy with? What needs improvement? Does your advisor speak with you in a way that you understand, and without relying on industry jargon and terminology to complicate your interactions? Are fees transparent and easy to find?
How about your investment performance? In establishing 44 North, we've done our best to think about these questions from a client's perspective. We feel that the financial industry could do a better job in providing both service and clear communication to clients. Due to changing regulatory environment, we've seen a trend toward watered down advice and very general discussions.
How about your investment performance? In establishing 44 North, we've done our best to think about these questions from a client's perspective. We feel that the financial industry could do a better job in providing both service and clear communication to clients. Due to changing regulatory environment, we've seen a trend toward watered down advice and very general discussions.
Services
Every business has a business plan. A great business plan is a formal statement of a set of business goals, and is a living, breathing blueprint for the direction of the business. Likewise, every individual should have a financial plan that gives an essential roadmap for success and projects your long-term goals and the route you intend to take to grow wealth and stay on track.
A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).
Commonwealth Financial Network is the largest privately held independent broker/dealer in the country. Beyond size, which we feel is an asset in providing resources to be a stable platform, the firm has consistently won industry awards for its advisor's satisfaction, technology platforms, and innovative technology.
While our advisors are free to work with you on different strategies that you are comfortable with, we have developed a process that many of our current clients use and you may want to consider. Our portfolio management process addresses many investors' concerns, particularly in the area of helping to manage downside risk.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
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