The Vision Prism is our promise.
Followed by all members of the firm. The entire team (both partners & employees) must commit to it. The client is the center of the prism. The deliverables will be outlined on RIA Advisors letterhead, signed by all, and subsequently sent to the client. The Vision Prism is RIA Advisors’ Promise for everyone to see, our unwavering commitment. If you can’t commit, you can’t be part of the team. Simple. That’s how it works.
Proactive in approach to manage downside risk.
Throughout this market cycle, investments can no longer be classified as “buy and hold.” Instead we employ fundamental and technical analysis to form a customized portfolio exclusive for your situation. We respect your preferences, your point-of-view and we possess a vast knowledge of individual stocks, bonds, mutual funds, exchange-traded funds, master limited partnerships, alternative investments and managed accounts. We are proud of our open architecture and its design to be integrated as a holistic portfolio view.
RIA Advisors Actively Employs the Latest Technology for Risk Assessment, the Financial Planning Process and for Monitoring Client Accounts.
Technology is a passion at RIA Advisors. We stay current of and utilize cutting-edge applications. We also provide many of these technological benefits to our clients so they may be empowered to work with us together throughout their financial planning process. You’ve worked hard to create wealth; we strive to be your personal “financial board of directors,” with you as the decision maker. No matter what level of involvement you require, RIA Advisors provides you with access to web-based technology to make it easier for you to stay on top of your financial situation. Our responsibility is to make sure your progress along your personalised financial life path moves forward.
RIA Advisors provide Thought with Objectivity as a Main Deliverable.
“Bullish” and “bearish” do not exist in our vocabulary. Market forces are assessed regularly to detect turning points. Remaining objective and data driven prevents us from buying into “stories,” and or media hype about market and economic cycles. We allow data, in addition to academic analysis and a study of history to drive our thinking and both direction. Our higher-level focus promotes a clearness of thought for you and for us. The more we know the more you know. And it’s explained in a manner you will understand. We’re not here to talk “over your head.”
Team Execution of Clear Service Standards.
Here at RIA Advisors service is a key deliverable for every partner and employee. Client calls must be returned the same day. Each client receives and understands that there is clear communication and service plan. Our goal is to make sure we are responsive to your concerns and inquiries. We also do our best to minimize your having to leave a voicemail. We make every effort to make sure you speak with an actual person when you call us.
A Customized, Dedicated Success Path is our Commitment to you.
RIA Advisors was formed in dedication to an overall personalized experience for our client families. For example, the cookie-cutter “risk-tolerance and questionnaires” still used by a majority of brokerage firms, are worthless and yet it appears they’re here to stay, regardless of what’s best for you. Many large financial companies think about compliance and cost first. Then they apply what’s right for you. It’s our commitment to determine what makes you “tick,” interpret your “Risk DNA,” as we work together through uncertain economic times. Our aim is to help you gain greater knowledge of your inner willingness to take on or avoid risky situations regardless of the stock market environment; we hope behavioral analysis makes future financial decisions less stressful for you. We employ a series of enlightening behavioral exercises to help you achieve a greater awareness of your overall relationship with money. These associations, and perceptions, begin early on and help determine the future direction we should take to create a portfolio which fits the life objectives you’re seeking to achieve.
Financial Life Benchmarking is a Crucial Step to your Personal Financial Success.
At RIA Advisors, we partner with you to create individualized financial goal benchmarks. Throughout this market period striving to exceed the returns of a stock market index just for the sake of beating it doesn’t make much sense, especially for the risk you may require in order to accomplish this task. It’s about the discovery of the investment return for you require to meet a milestone in life, like education for a loved one or retirement. From there, our team will provide a portfolio allocation and action plan to help you meet those goals with progress reports along the way, so you know where you stand in relation to these goals.
Educational Empowerment from Receptionist to Planner, RIA Advisors commitment to the client flows throughout the Process.
As your board members we foster an inviting process so you are receptive to discussing important and timely financial topics with us as you experience them. Every question is a good question as we have a mission to educate our clients as much as they choose to be. Whether it’s through e-mail, in person, over the phone, by text, our dedication is to be responsive and clear so when financial concerns arise in your life you’re willing and fell comfortable discussing them with us.
Collaboration with Outside Experts.
We will coordinate efforts with the other professionals you employ. It’s important to incorporate your tax and estate planners when decisions are made. If you require tax and estate assistance, RIA Advisors team members can recommend professionals for your approval. We do not collect compensation from these referrals as it would represent a conflict of interest.
A Passion to Teach Young Family Members.
RIA Advisors’ Philosophy is designed to flow through to the younger, less experienced, loved ones in your family. Have you taught your children how to handle money? Where do you start? We can help jumpstart the conversation.
Clear, Outlined Meeting Standards.
It’s our passion and commitment to meet with clients face-to-face on a regular schedule. In the beginning, as we partner through behavioral and planning exercises, it’s our intention to meet more often. We invite changes or enhancements to our schedule on a client-by-client basis.
We are Fiduciaries.
We do not work on commission. We are not brokers. Every action we take is for your greater good as we take our responsibilities as fiduciaries seriously. Fiduciaries are held to higher standards. We are not here to “sell” you products, because our role as fiduciary requires us to handle every financial decision with the utmost of care
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