We are a relationship-focused firm that genuinely cares about our clients. We build lasting relationships because we take the time to get to know our clients and their specific needs. We realize that each client is unique and develop individualized financial strategies to help ensure that their investments reflect their objectives and allow them to work towards achieving their ultimate success. In addition, we provide ongoing support to our clients and their families which permits us to guide them in making timely changes to their portfolios to help endure economic fluctuations. Our customer service is second to none and serving clients is our passion.
Utilizing a disciplined approach, we employ independent analysis to select promising opportunities at any point in a market cycle. Our clients know at all times why their portfolio holds each specific investment. We never invest clients’ money on a hunch, and we never blindly follow the lead of others. Rather, we are diligent in our homework and make educated and well-researched investment recommendations.
We create customized investment portfolio strategies for each client based directly on their goals, risk sensitivity and time horizons. We strive to manage portfolios in an extremely tax-efficient manner, which we believe further distinguishes us from other financial advisors. We are cognizant of the client’s tax situation and modify their portfolio accordingly.
Best Invest is an independent Registered Investment Advisor. Here’s why we believe that’s important: Employees of marquee brokerage firms are typically expected to generate profits for their parent company which creates conflicts of interest. Since we only answer to our clients, this allows us to put their interests first and focus exclusively on their success.
To help ensure that our clients’ financial needs are addressed, we regularly work with their accountants, attorneys and other professionals.*
Maximizing returns begins with minimizing costs. The fees charged by most money managers can often exceed the value they provide. We believe our fees are reasonable and transparent, and we generally recommend low-cost mutual funds, ETFs, bonds and stocks for the core of our clients’ investments.
The guidance our clients receive from our planning process is based upon the sole criteria of helping you meet your goals, whether it be paying for college, retiring comfortably, or leaving a legacy.
Financial success is built on personal relationships. At Best Invest, we stay actively involved to provide continuous and consistent communication regarding your wealth plan and portfolio. You can expect to hear from us personally on a regular basis. In addition, you have unlimited and, in most cases, immediate access to our knowledgeable advisors and experienced support team.
At Best Invest, we recognize that our clients’ financial lives are not one-dimensional. Our profound experience in investing, tax management*, risk protection and other areas, provides us with the knowledge and flexibility to coordinate all the elements of your financial life to help you reach your bottom-line goals, achieve fiscal confidence, and work on attaining financial freedom.
*Best Invest does not offer legal or tax advice. Please consult with the appropriate professional regarding your individual circumstances.