It’s important to ask the right questions when hiring an Investment Advisor. But what do you do if you’re not sure what questions to ask? Have they asked you any questions about your personal financial situation and circumstances? Did they explain the investment to you in a way that you can understand the potential risks and rewards? How about all fees being disclosed with the investment opportunity? Does your Advisor only contact you when trying to talk you into a new investment? Getting good advice is why you’re here and we’re here to answer those questions. It’s about complete transparency.

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Investment Related Questions

  • What makes your firm different than the others?

    Many things, but here are three of the most important:

    1. We are 100-percent independent and objective.
    2. We are owned by our key team members. That makes us stable and self-interested in your success. It also means the same team will be working closely with you for a long, long time.
    3. Our partners invest their own assets alongside yours.

  • What’s a fiduciary?

    A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. BirdRock is a fiduciary – this is fundamental and we wouldn’t have it any other way.

  • Why do I need an Investment Advisor? Can’t I do all this myself?

    You can but here’s some food for thought. The high cost of investor behavior can sabotage your long-term investment goals. Working with an Advisor can help you think through some painful investment decisions. One example: From 12/31/2009-12/31/2013 investors withdrew more money from U.S. Stock funds than they put in as noted by Russell Investments. Was that great timing? The stock market steadily climbed. To the tune of roughly 16.1%. The value of an Advisor who helps you with annual portfolio rebalancing, additional financial planning services, tax harvesting/investing, as well as additional services can be very beneficial. It can also give you peace of mind which is hard to quantify, particularly during tough economic times.

  • Who’s an ideal BirdRock client?

    We have clients of all ages and attitudes. If there’s a consistent thread, it’s that they like working directly with the people who have their own financial skin in the game. They also like the way we combine intellectual rigor with personalized customer service. We’re a good size firm but not too big for our britches.

 

We have clients of all ages, goals and financial objectives. There’s no cookie cutter approach to planning and investment advice. You’re unique and so is our application of planning and investing. If there’s a consistent thread to our investment approach, it’s that our client’s really like working directly with the people who have their own financial skin in the game. That’s because we invest alongside our clients—during the ups and the downs. They also like the way we combine intellectual rigor with personalized customer service. We’re a good size investment firm but not too big for our britches.

Reach out to a trusted BirdRock advisor today and
secure your financial future so you can live a life you love.

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