By Marc Frye

[spacer height=”05px”]
Managing your portfolio… a tricky subject!”

[spacer height=”05px”]
Things aren’t always what they seem to be. Take magic for example. What looks like an amazing trick is usually just well-executed sleight-of-hand or miss-direction. Let’s shed some light on this.

[spacer height=”05px”]
When talking with your advisor from “ABC Investments”, does he or she ever tell you that he or she manages your portfolio? Now, think about this; do they see clients while the market is open? If so, who’s managing your portfolio? How can they be in two places at once? Nice trick if it’s your broker.

[spacer height=”05px”]
Does your advisor ever use mutual funds or other investment products that have the name of the investment firm on the name of the investment? Do you think that investment is the best they can offer or is it the one that the firm tells them to push?

[spacer height=”05px”]
This is my first contribution to the American Retirement Advisors’newsletter. My name is Marc Frye. I’ve been in the financial services profession continuously since 1987. My job, for a large chunk of that 30 years, was to help brokers from all of the major wire house brokerage firms as well as national banks with high-net-worth clients and complicated estate and retirement planning cases.

[spacer height=”05px”]
The “tricks” that I’ve referenced above were witnessed day after day in every firm. Luckily, I was able to help and advise, without the constraint of the will of the firms.

[spacer height=”05px”]
So, what do we do different here at American Retirement Advisors? We are independent. We don’t offer any proprietary products. We don’t have a parent company telling us what to sell. We have a fiduciary relationship with our clients. That means that we MUST do what’s most appropriate for you.

[spacer height=”05px”]
All of our plans are custom-designed by our planning team, following the model created by the firm’s founder, David P. Schaeffer. The model even has a patent application. Our Certified Financial Planner Practitioner® manages our clients’ portfolios. Their job is not to sell. Their sole function is to manage market securities uniquely designed to your specific goals, needs, and wants.

[spacer height=”05px”]
Our mission at American Retirement Advisors is to provide our clients a retirement plan with guarantees and certainty, not theories and guess work.

[spacer height=”05px”][spacer height=”05px”]
If you have a financial topic that you would like for me to visit, please drop me a note to [email protected] or call me at 602-281-3898.