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Achieving financial success doesn’t have to be expensive or complicated
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The traditional world of financial advice is changing
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The new paradigm is simple and low cost
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Today’s investing toolkit is rich and sophisticated
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Stop investing for the old paradigm
Start investing for the new
Working to Principles
In our full advisory capacity, we communicate regularly and work with clients in the following ways:
- You can expect communications at least once per quarter to briefly update you on the markets and your investments.
- In addition to regular, structured quarterly communication, we pro-actively reach out to you any time we believe there is a material issue to communicate regarding the markets and/or your portfolio.
- We are at your disposal for any questions or concerns regarding your investments. You can contact us 7 days a week and for our fixed fee clients, the clock is never ticking.
Every Client is Unique
We are equally comfortable working with clients who prefer to maintain the final decision-making for their own investments, as we are with those clients who delegate full investment discretion to us. In each and every case, we make it our business to ensure that you know what you own and why you own it. – Nick Shearman, Advisory
About IV Lions
Nelson’s column in London’s Trafalgar Square is guarded by four huge bronze lions cast from the metal of guns taken from old naval battleships. The Battle of Trafalgar represents triumph over adversity and the lions are symbolic of the financial guardianship we offer our clients.
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