 Here in Orange County, there are thousands of financial advisors and wealth managers. So what is it that sets me apart from the competition and has clients raving about my services and solutions? Here are the top seven reasons… Better Investment Diversification: Most banks and brokerage firms build portfolios where 60% is invested in stocks and 40% in bonds. This however isn’t true diversification. By adding other types of investments you can often lower risk while still achieving healthy returns. Leadership and Service from the Front: What good is a “reactive” financial advisor? That’s not leadership! When you work with me, you get a proactive portfolio manager. Cutting Edge Software and Reports: Using the most current software available, I develop and execute investment strategies. I also create a financial plan for reaching your goals. Portfolio Personalization: I am dedicated to you and your personal investment goals. I understand that you are a unique person with custom needs and desires when it comes to your financial goals. I don’t have a one size fits all mentality. Investment Options: Access to over 5,000 mutual funds, exchange traded funds (ETF’s), real estate investment trusts (REIT’s), as well as stocks, bonds, commodities, and options. We also offer life and long term care insurance solutions. A Painless Transition from Your Old Investment Bank: It is surprisingly easy to make the move, don’t let today’s hesitation cost you tomorrow’s benefits. Fees and Commissions: If you think you may be paying too much for the services and investment advice you're receiving, then I would like to extend an invitation for a complementary portfolio review. It's important that fees and commissions are justifiable and not exorbitant. I feel confident that you will be comfortable and pleased with how I can help. *Chad Schiel is an independent financial planner providing services in Orange County California. As an independent financial advisor free from sales quotas and corporate agendas, he takes the time needed in providing his clients with the best customer service, investments and solutions found anywhere. Are you working with a service provider like Schiel Wealth Management? Perhaps it’s time you start. Disclosure: Diversification does not guarantee profit or preservation of your principle investment. It is important for investors to understand the contents of their portfolios and the risks associated with those investments. “Alternative Investments” are not appropriate for some investors and you should consult with your financial advisor to ensure that a better investment option for your personal situation doesn’t exist. Comments are closed.
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AuthorChad William Schiel |