Professional Advice at a Personal Level: Reach Your Financial Destination
Successful business owners. Recent college graduates and new retirees. Mid-level federal employees. Managers and executives with stock options. Newly widowed, newly married, or newly divorced. Whatever your situation, Edelman Financial has the talent and experience to provide you with the advice you need to achieve your financial goals.
Thousands of people turn to Edelman Financial to handle their life savings. Why? First, we're professional advisors. With the Edelman Managed Asset Program there are no commissions, trading expenses or brokerage costs. As a Registered Investment Advisory firm, we are a fiduciary, committed to serving your best interests.
Second, we keep costs low. Our clients enjoy portfolio costs that are a fraction of what mutual fund investors usually pay. Our annual fee is fully disclosed and, for many clients, tax-deductible!
Third, our clients come to us because we're a refreshing alternative to the games of ordinary stockbrokers who offer hot tips and follow the latest fad. Successful investing is not about making wild guesses and then hoping for the best. So, instead, we offer you a solid investment approach. From Modern Portfolio Theory and the Fama-French Three Factor Model to the latest discoveries in Behavioral Finance, our investment philosophy is based on the latest academic research.
Talk with an Edelman advisor who will help you put this powerful program to work for you. Just call us at 888-PLAN-RIC (888-752-6742) or contact an Edelman Financial advisor now.