The Best Investment Advisor Should ...
I believe that the best investment advisor should be focused on Building a Portfolio for YOUR Life Plan. In addition, it seems that most other investment advisors don’t really do this.
I also believe your investment portfolio manager should:
— Design your Portfolio around YOUR tolerance for risk, especially (potentially significant) losses.
— Be Local – the same person talking to you is actually making the portfolio decisions.
— Operate from Policy – make buy, sell and trade decisions based on predetermined, written instructions (not Ad Hoc reactions).
— Be Able to help you understand what your investments are, what you can expect them to do and what they can’t do.
If this is at all interesting to you, it will be worth your time to schedule a free consult.
My Journey As An Investment Advisor
In my 15+ years as a financial advisor, I’ve seen and tried all kinds of investment advisor models – using big name Third Party Asset Managers, corporate-dictated portfolio models and Robo Advisor (automated) platforms.
While these may work for other advisors (and maybe their clients), I believe the best investment process has your advisor as the primary portfolio manager. When something happens with your investments, you should be able to talk to the person who actually made the investment decisions. Those decisions should also be informed by substantial research and follow a process that includes a written investment policy.
Don’t Settle for “Buy & Hope”
I also believe that buy-and-hold strategies (what I call “buy and hope”) are especially vulnerable to substantial drawdowns in today’s market environment. Historically rich equity valuations and interest rates near zero mean the downside risk in your portfolio is much greater than you likely expect. Our tactical approach means your portfolio (and hard earned savings) will be ready for whatever the future might bring.
Get professional investment management expertise with a real, HUMAN, local and seasoned investment advisor. It all starts with a no-stress (I promise), free conversation.
Investment Advice the Wealth Health Way
Meet - 100% Virtual
PO Box 13237
San Luis Obispo, CA 93406
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). ALTUS Wealth Solutions is independent – NOT affiliated with any broker or dealer – and provides financial planning and investment management services for a fee.
John Buerger is the founder, owner, Chief Investment Officer, financial planner … and currently everything else in a one-person Registered Investment Advisor firm. The advantage is you get to work with the person actually making the investment decisions, not a salesperson serving up ideas from someone else who doesn’t even know you. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.
John adheres to the fiduciary standard of care, makes every attempt to do whatever is in the clients’ best interest and put those interests ahead of his own.