Changing market conditions is a never-ending part of investment work, and diligent oversight is the key to the investment formula we use to serve our clients. It’s what separates us from the rest.
We’ll examine your holdings one by one, analyzing their performance in comparison to their peers. We’ll consider costs and determine how well those investments match your goals and objectives.
Two of the headwinds most investors face in portfolio performance are improper allocation and high costs. If you have an underperforming portfolio, your assets may be in the wrong categories or in asset classes with high fees. Costs make up a significant part of wealth management, and keeping them low can increase performance in the long term.
At Morgan Money Management, we take the time and have the experience to help educate our clients on why certain asset classes fit their objectives so we can focus on low-cost solutions. Clearing through Fidelity/NFS provides us with access to investment tools like low-cost ETFs, no-load mutual funds, individual stocks, bonds, and more.
Any financial advisor can sell you investments based on the benefits offered to them. But wouldn’t it be better to have an advisor on your side who will provide advice based on your best interests while helping you achieve your goals?
We’ll give you access to the best products (load or no load, low-cost ETFs, equity trading, etc.), regardless of whose products they are (Vanguard, Fidelity, American Fund, etc.). That multiplies your access to products sold without bias.
Acting as a fiduciary in our portfolio management process gives you an advantage because your interests are put first—rather than those of a big bank or brokerage firm.
Are you ready to get real, impartial investment advice? It all starts with a no-cost consultation.