Fee-Only: Putting YOU First and Foremost
True fee-only investment management - where the advisor accepts no payment, commission, or economic benefit from any source other than fully disclosed fees - remains the exception rather than the rule in today's world. While most firms these days can say they offer “investment advice”, Camarda willing holds itself to the very high fiduciary standard: legally and morally bound to act in the sole interests of its clients, without conflicts of interest and commissions on product sales. Camarda is driven to invest exclusively on your behalf with the sole objective of achieving your financial goals using the most effective and risk controlled means known to us.
Appreciating the difference part can be tough. Getting real track record numbers instead of marketing spin can be difficult or impossible. An SEC regulation called the “Merrill Lynch Rule” says that commission advisors can offer advice that’s not solely in your best interests, and can put their duty to their employer ahead of their duty to you. What most people want, if given a choice, is usually an objective approach that puts them first, and minimizes conflicts of interest. Sadly, from the investor’s standpoint all advisors can look the same with their colored charts, but there are very real differences. Your FREE Portfolio Plan™ can help cut through the smoke, and tell you what you’re actually getting for what you’re paying. It will also provide uncommon insights into other important areas, such as how well you’ve really been doing, if hidden dangers are putting your financial security at great, unseen risk, and if your current plan is actually moving you towards – or away from – the dreams and goals you and your loved ones hold dear. A Chartered ISIS® Practitioner™ (ChIP™) will carefully evaluate your situation – looking at your current holdings, financial goals, and other important personal factors – and prepare a customized ISIS® Portfolio Plan™ for you, detailing exactly the investment prescription that ISIS® finds to be ideal for you, the exact same advice that our clients pay Camarda to design and maintain for them. Again the Portfolio Plan™ is FREE, without cost, obligation, or any expectation that you will choose to give us your business. Use these valuable insights in any way you see fit.
We urge you to take advantage of this valuable, FREE offer while it is available. Learn how by clicking below:
