Modus Advisors is committed to delivering the highest quality financial planning and investment management services. We partner with successful individuals in the Lake Minnetonka area and around the country, helping you work toward and achieve your most important financial and personal goals, freeing you up to lead the life you desire.
As a Registered Investment Advisor (RIA), we continually strive to earn our clients' trust by always putting their best interests first. We analyze and coordinate all areas of your financial life, to develop a comprehensive plan that works towards your most important financial and personal goals.
As a Registered Investment Advisor (RIA), we continually strive to earn our clients' trust by always putting their best interests first. We analyze and coordinate all areas of your financial life, to develop a comprehensive plan that works towards your most important financial and personal goals.
Services
Modus Advisors has been an industry leader in the evolving world of personal financial services. Back in 1985 when Tad Weiss started his career, financial services mainly consisted of a sales-driven process, utilizing commission-based products to meet client needs. The field of Personal Financial Planning was in its infancy, and stockbrokers and insurance agents dominated the industry.
Comprehensive, personal financial planning is both art and science. Technical skills are needed to analyze and evaluate the full range of issues that make up your personal finances. These topics can include portfolio management, retirement planning, tax and estate planning, cash flow management, and others.
Retirement planning starts with a thorough discussion of your plans and goals for retirement. Utilizing "state of the art" Money Guide Pro software, we model out retirement projections that show your ability to retire at a certain age and lifestyle. Business values, stock options, company retirement plans, Individual Retirement Accounts, future inheritance, and other items can be factored into your plan.
We all have different goals, timelines, risk appetites, and portfolio sizes. As a result, Modus employs sophisticated technology and an advanced investment sleeve approach, allowing us to customize our clients' accounts to have the best chance at achieving specific objectives. This means we utilize hundreds of unique Investment Strategies across all the accounts we manage.
In the quest to save money and boost profits, client service is often provided by an automated phone service, or an individual who doesn't know you and lives half a world away. At Modus Advisors, we view client service differently. Every member of our team knows you, and is available to help. We strive to provide excellent financial advice and excellent service, consistently throughout the years.
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