We are fiduciaries. That means we put your interests ahead of our own. When we provide investment management, we accept no fees from the investments that we recommend. We use our decades of experience to create your investment portfolio.
We offer two options for managing your investments:
We start with your goals, your time frame, and perhaps most importantly, your risk tolerance (the degree of fluctuations in your investment returns that you are willing to withstand).
For our customized portfolios, we use a global core-satellite approach – a combination of passive (index style) for the core and active (stock/bond selection) investments for the satellite. We may also use the satellite to emphasize a theme. We view this as part of our diversification strategy.
We do not try to “beat the market” but rather invest to achieve your financial goals within the risk tolerance identified.
Your financial plan serves as a guide for portfolio design. As part of the plan, we review such issues as:
We believe that financial resources are built over time, not overnight.
We design the portfolio as a team. We believe this approach allows the whole to be greater than the sum of its parts.
You can view your investments 24/7 on your personalized, secure, website (portal).
Portfolio design concepts
*Minimum $400,000
We offer a digital investment management solution for clients who want to take advantage of our investment management expertise and a digital experience.
Based on your response to our risk tolerance questions, we will apply a portfolio allocation model to your investments.
You complete the new account paperwork for your investments to be moved to our custodian, TD Ameritrade. In the electronic package for opening your account will be our Management Agreement and Disclosure Statements (Form ADV Part 2A, 2B and Privacy Statement).
If there are tax issues or other concerns regarding a specific holding within the portfolio you currently hold, we will have a conversation about how to proceed. Your account statements will be provided via an online website that also provides performance data.
We offer two – 30 minute teleconferences per year to discuss portfolio strategy.
**Minimum $10,000
No Hidden Costs. No Referral Fees. No Commissions.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.
Download the fee schedule Download Disclosure Form ADV Parts 2 & 3You are leaving www.FinancialConnections.com and will be automatically redirected to the link you clicked.
Changed your mind? Go back to www.FinancialConnections.com
You are now leaving the "Financial Connections" Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer, and is not affiliated with "Financial Connections Group, Inc." or any advisor(s) whose name(s) appears on this Website. "Financial Connections Group, Inc." is/are independently owned and operated. Schwab neither endorses nor recommends Financial Connections, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with "Financial Connections Group, Inc." under which Schwab provides “Financial Connections Group, Inc.” with services related to your account. Schwab does not review the "Financial Connections Group, Inc." Website(s), and makes no representation regarding the content of the Website(s). The information contained in the "Financial Connections Group, Inc." Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |