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A fiduciary has the responsibility of acting on your best interest. Yes, we are a fiduciary, but not all financial advisors are.
There are three ways a financial advisor is compensated, fee based, commission based, or by an hourly fee. Measured Financial is a fee based company. Our fee is dependent on the assets we manage for you.
Traditional investments include stocks and bonds, assets that are traded on the public market. The investments are liquid, meaning you can cash out when you need the money. This also means your investment is subjected to the ebbs and flow of the market.
Investments that are traded outside of the public markets are considered alternative investments. This can include real estate, hedge funds, and private equities. Alternative investments are typically illiquid but are not subject to the volatility of the market.
Financial investing is a personal measure that depends on your circumstances and motivations, as well as your position along your financial journey. Our job is to take this information and create a portfolio that fits your unique criteria. Your needs are the foundation of our investment method.
Our top priority is you and making sure we have built a relationship on trust. Learning about you and educating you are how we build that trust. You need a firm that knows your story, and has a personal approach to doing business. We believe that this helps you feel confident when making your financial decisions.
Give us a call, (916) 975-3700, or fill out our contact form and we’ll be in touch to discuss how we can help you.