REGISTERED INVESTMENT ADVISOR VALUES
How do you know if you can truly trust the advice
from your current financial advisor? We know that
financial advice should be objective, personal and
unbiased. As a Registered Investment Advisor we are
fiduciaries. We are an exclusive Fee-Only advisor
and will always avoid the conflicts that are
inherent with brokers. Our investment counsel is
objective and we have no potential for
conflict-of-interest with commissions. This allows
us to serve as a trusted fiduciary firm.
For us it all begins with our clients. When our
clients win, we win.
Remember, the economic role of a client for a
brokerage firm is to enrich the broker.
Stockbrokers are trained to sell investments that
generate huge fees and commissions and typically
have an agenda other than your financial welfare.
The interests of Wall Street are not aligned with
those of investors. The NASD has made it very clear;
investors should never let their guard down with
brokers who have a sales agenda. Do you really want
to trust your retirement to a broker-salesman? As
an arbitrator for the New York Stock Exchange and
NASD for over a decade I censured many stockbrokers
and know that investors often confuse a sales pitch
with impartial investment advice. Do you think
Tiger Woods and Bill Gates use stockbrokers to
increase their net worth and protect their assets?
Not a chance. The simple answer is they have
competent, unbiased investment managers. They hire
Registered Investment Advisor fiduciary firms like
Chippewa Partners to manage their assets. So should
you.
