Investment Advice 

"The greatest of all faults is to be conscious of none."

Individual Solutions from Independent Advisors

• Each investor's unique goals, risk profiles, income, lifestyles, tax situations, and other factors which change over-time, are uncovered and incorporated in an Individual Police Statement (IPS). 

• Independent of products and investment companies, we assist our clients in the selection of appropriate investment vehicles from existing relationships, or help them establish new ones;.

• Services are provided on a fee-only basis—low-cost fee structure consistent with Visible Investing principles.

• Whether in person, or using written or telecommunications, Visible Investment Advisors are proactive, understandable, collaborative and readily available.

• Complete transparency, disclosure and confidentiality builds personal and trusted relationships.

Visible Investor Advisement Services are ideally suited to:

• Employees that need help managing their employee sponsored 401(k) retirement programs.

• Risk averse investors that may be too heavily weighted in savings and CD's.

• Individuals concerned about outliving their retirement savings or having a diminished retirement lifestyle.

• Those that know they need help and turn to TV, newsletters, websites, chat-rooms or their brokers for advice.

• People that do not have the time or inclination to make investment decisions.

• Investors who have lost money buying hot stocks or funds.

• Individuals that have determined that no-load index funds are the way to go, but don't know the right ones to choose.

Advisement Services

• Independent portfolio review

• Individual investment planning.

• Pre-paid financial consulting 

• Annual retainer

Contact us for a complimentary, no obligation review with a Visible Investment Advisor.