INVESTMENT
COACHING
Telling people that they can manage their investments and
financial affairs without any outside advice is a hugely profitable
multi-billion dollar business. Telling people that they can’t manage their finances
without the full-service handholding of professionals is also a
hugely profitable multi-billion dollar business. Like most things in life, the
truth lies somewhere in the middle, but it’s no surprise that very
few financial services companies live in the middle with that kind
of money to be made on the ends.
Why do we do it? Maybe we’re just more
honest. We’re
definitely more realistic.
TRUTH
You probably can’t do it all yourself. The sophisticated tools
needed aren’t even available to the general public and even the
best professionals keep a ready network of outside specialists for
answers to unique problems and specific questions. Some of the solutions we provide
are so subtle, that even most seasoned professionals wouldn’t think
of them, much less the casual individual investor.
TRUTH
You probably don’t need a full-time advisor that
charges you thousands or tens of thousands of dollars for what
amounts to just a few hours of work each year. If you are paying even just 1% of
assets for a professional to manage your account, your returns can
easily be reduced by over 10%. Most of our clients are surprised
at how much analysis we've already done for them and how
little time it takes to assemble a “professionally managed”
portfolio including proper diversification, asset allocation, risk
assessment and tax management. In many cases the cost is less
than $1000 per year, including trading costs which leaves more of
your money available and working for you.
REALITY
A lack of time, training and tools
typically derails the average do-it-yourself investor. The high fees and conflicts
of interest a broker brings to the table usually more than
eliminates the value added that a professional brings to the
table.
SOLUTION
Get a coach. Like the world’s top athletes
(and their amateur brethren), we believe that most people simply
need a few hours of coaching and access to the best equipment
available. Like
most athletic coaches, we believe in moderation and
discipline. If you
overdo it, you will get hurt and if you don’t put in enough effort,
you won’t meet your goals. Our job is to show you how to get
your money working smarter, not harder, in order to meet those
goals.
Interested in what an investment
coach can do for you?
Give us a call.
