Video Transcript:

A question we’re commonly asked is, what is an “evidence-based advisor?”

An evidence-based advisor must agree to act as a fiduciary to their clients and pledge to accept these duties set forth by the Institute for the Fiduciary Standard.

This means that a fiduciary must:
Serve the client’s best interest
Act in the utmost good faith
Act prudently, with the care, skill and judgment of a professional
Avoid conflicts of interest
Disclose all material facts
Control investment expenses
An evidence-based advisor will not try to time the market and pick stocks by relying on past performance.

An evidence-based advisor will teach you how markets work, show you where returns come from and, maximize your portfolio while minimizing risk.

To maximize your portfolio, based on Nobel Prize winning economic theories, give us a call today
at (920) 202-3765 or visit us here at

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