Our firm was created to provide 4 SOLUTIONS to 4 OBSTACLES that many investors face. First, our “all-in” fees and other costs are designed to be quite low. Costs for many investors can eat up too much of their return. Second, as FIDUCIARIES we are required to put the interests of our clients before our own. Other consultants may charge commissions and operate under the less stringent "suitability" standard. Third, our advisor has three decades of experience and training relevant to investments and financial planning. This is not always the case at other firms. Finally, we use low-cost exchange-traded funds that attempt to track market averages. Many other firms try to beat the markets with a variety of strategies, but often with limited success.
A Consumer's Guide to Investment Advice
(See OLLI Course Catalog for description)
Tuesdays, Feb. 5 - Mar. 5, 9:30-10:45am, offered by Osher Lifelong Learning Institute (OLLI) at the University of Cincinnati to anyone over age 50. Class is limited to first 20 people. Registration is only through OLLI. Go online at uc.edu/ce/olli and either click Login if you already have an OLLI account or Create a New Account. Then register for class # 3408. Telephone (513-556-9186) and mail in registration is also available. Classes are held at Adath Israel, 3201 E. Galbraith Rd., 45236 (Amberley Village). Free parking. Registrations open on January 15. Class admittance requires a fall membership in OLLI ($90) and a class fee ($5). Membership for this term also allows registration in scores of other classes available at five different sites.