Best Financial Advisors in Albany, OR

Minimum size is $100,000 per household. The minimum may be reached through a single account or an aggregate of multiple accounts registered to the same household.

The management fee is assessed as a percentage of assets under management. The rate primarily depends on the amount being managed. A general guideline is as follows:

Our approach was designed to benefit moderate to conservative investors that are interested in growth but place a high priority on preservation of capital. Individuals near or in retirement and entities like charitable endowments or foundations will find that this method of portfolio management was intentionally developed to address their most common and specific concerns:

Our method of managing investment portfolios is substantially different from most. Rather than attempting to predict the future from the same news and valuation metrics that everyone else uses, we use a set of math-driven rules to determine investment decisions. There is nothing predictive about it. All decisions are driven by an understanding of risk and the probability of success. No investor is perfect. Our difference is in acknowledging imperfection and carefully planning for it so that value is better protected during adverse conditions, allowing us to more fully participate as conditions improve.

Sure. Bear in mind that we are not managing a fund, but individual client portfolios. After a discussion that reveals a better understanding of your risk tolerance and investment objectives we can provide you with historical return figures for accounts with similar characteristics.