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Investment Philosophy

Our 3 Pillars to Success


Investments

Our passion for the growth and protection of our clients’ money has led us to a distinctive approach to investing.

We know that cost matters. Therefore, we do our best to choose investments that have had consistently low management fees and transaction costs. It is our goal to use the best in class institutional investments.

We utilize a wide-range of investment options. In addition to the traditional type of investments that advisors use, we offer a number of other investments, some of which are not necessarily correlated to the stock market. Many of our clients’ portfolios are designed using the “endowment model,” which seeks to utilize a number of non-correlated asset classes.

We offer a personalized approach. Each one of our clients is unique; therefore, we take the time to know our clients and tailor our advice to their unique needs and desires.

When needed or requested, we offer financial planning for our clients. If you are working, we can design a plan to show what is necessary for you to retire when you choose, with the lifestyle you want, and with freedom from financial worry. If you’re already retired, we can help you determine what will be needed so that you don’t have to worry about running out of money.

Integrity

We are committed to providing uncompromising integrity to each client. We never take custody of a client’s money. All assets are held in the client’s name with LPL Financial, the nation’s largest independent broker/dealer.*

As fee-based advisors, we will recommend what we believe is best for our clients as we have a vested interest in our clients success. We will not offer any proprietary products or investments that don’t meet the investment goals and objectives of our clients.

Service

Our specialized team at Perennial Financial Services is committed to providing exceptional personal care and service. We don’t simply want to provide good customer service. instead, we have the brave ambition to provide the best service you will ever experience. We answer the phone when you call. We want to know you, to understand your situation, and to be your family office. We work with your other trusted advisors: attorneys, CPA’s, etc. as we aim to develop lifelong relationships with our clients and their families.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2017 FMG Suite

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

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