At Fenway Financial
Advisors, we believe in a simple formula for helping you to achieve
financial success:
1)
Clearly identify your goals.
What are you saving for,
how much money do you need and when do you need it? Many
people skip this most important first step. If you don't even
know what track you are on, how do you know if you are on the wrong
track? Fenway Financial can help you to identify your
goals in clear financial terms and provide you with a plan to
monitor your progress toward achieving those goals.
2)
Make every effort to minimize taxes and investment
expenses.
The most powerful force in
investing is compound interest. Even a small amount
unnecessarily spent on taxes and fees each year can potentially
cost you hundreds of thousands or, for a larger portfolio,
literally millions of dollars over a reasonable investment
horizon. We have designed our fees to deliver
industry-leading value. Our competition continues to measure
their success in "return on assets" (that's their return on your
assets). While we are reasonably compensated for our
services, we believe that your assets should be working for you,
not for us.
3) Have a
long-term investment policy and stick to it.
Investors often get caught
up in the current hot investment and the hype that invariably
goes with it. While there are never any guarantees in the
investment world and past performance certainly is not an indicator
of future results, the world's most successful investors have
disciplined long-term principles that guide them through the daily
jumble of world events that affect the value of all
investments. We work with you to develop a personalized
investment policy that is consistent with your beliefs and
appropriate for achieving your individual goals.
4)
Get unbiased advice.
At Fenway Financial
Advisors, we never accept outside fees
or commissions for the sale of a particular
investment product unless required to do so by law (applies to
certain types of insurance products). Our goal is always to provide only the
most suitable advice for your family. There are many
successful investment strategies that do not involve the buying or
selling of stocks, bonds, mutual funds and insurance, but most
of the investment world has little or no incentive to recommend
these strategies. Because Fenway Financial Advisors is
not compensated to sell products, we are happy to recommend
strategies that include alternatives to traditional financial
products when appropriate.
Even if you generally do
not use a professional advisor, Fenway Financial Advisors offers
"Investment Coaching" programs specifically designed
for those who are comfortable making their own trades and
managing most of their own investments. Call us for more
details to see how we can help you make more informed financial
decisions by leveraging our analytical tools that are not available
directly to the retail investor.
