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Have an investing or retirement question? Reach out to Alan Nadel with the email address or form below.
FAQ
Frequently Asked Questions
What is your approach to providing financial advice?
We take a comprehensive approach to financial planning and investment management. Our process begins with understanding your unique goals, risk tolerance, and overall financial situation. We then develop a customized plan to help you achieve your objectives while managing risk appropriately. Our advice is objective and free from conflicts of interest since we operate as independent fiduciaries.
How are you compensated?
We operate on a fee-only basis, which means our compensation comes directly from our clients in the form of an agreed-upon percentage of assets under management or a flat fee for financial planning services. We do not earn commissions or accept any third-party compensation that could bias our advice.
What is your investment philosophy?
investment strategy is adopted from the proven strategies and results of two of the most successful investment practitioners over the last century—Warren Buffett and Benjamin Graham. The objective is to consistently produce rates of return above market averages and above most other money managers while taking less risk over the long term.