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Why Choose Us?
We are a fiduciary
We have a fiduciary duty to act in the best interest of our clients. This means that we put their interests first, ahead of our own. We do not earn commissions on the products we sell. Instead, we charge an annual management fee. This aligns our interests with our clients. As they do better, so do we. In most cases, we can provide investments that cost less than what our clients would pay if they tried to do it themselves. As your investment advisor in Utah we always have your best interest in mind.
We follow the Uniform Prudent Investor Act
In 1992 The American Law Institute published the Uniform Prudent Investor Act (UPIA), which is a document that explicitly defines the responsibilities and duties of being a fiduciary. UPIA states that the fiduciary’s role is to manage risk and expected return by developing and monitoring the portfolios with the idea that you should diversify, measure risk, and account for all costs. Fortunately, there is a well-established system based on academic and scientific research that provides reliable information when building a portfolio.
We use an Evidence-Based Investment Philosophy
With so much conflicting information out there, the key to evidence-based investing lies in adhering strictly to academic standards of research. It's the easiest way to separate truth from fiction. Reliable outcomes necessitate a copious amount of representative, vast and defect-free data. Authors should remain unbiased, free from any desire to manipulate the data to reach the desired conclusion. Additional studies can replicate the same results in various contexts, eventually leading one to conclude that these outcomes are likely to remain consistent. To ensure accuracy, the data, methodology, and results must get published in reliable and authoritative peer-reviewed outlets where experts can provide valuable feedback on the discoveries. However, there should be enough time to pass to make it possible. Real-world results must get applied afterward. Put differently, even if a theoretical approach is expected to yield higher returns, the advantages must be appraised against all actual expenses and portfolio-wide exchanges. For instance, sometimes, a small source of potential profits can countervail an even more considerable one. We may combine them or favor another depending on the prevailing circumstances.
We have GIPS audited returns
Ensure that the performance of your money manager is regularly audited by a third-party professional like Global Investment Performance Standards (GIPS). Many money managers, financial advisors, stockbrokers, and planners claim consistent, superior performance, but do not provide independently-validated evidence of that performance from a firm like GIPS. It's always in your best interest to ask for a GIPS audit report. If they can't provide one, you should think twice about entrusting your money to them. For more information about GIPS, visit their website at gipsstandards.org.
Mark K. Lund is the firms founder, CEO and author of The Effective Investor, a #1 best seller. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few. You may also have seen him on KUTV Channel 2, or as a guest speaker
at a local association or business.
In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be an effective investor.
Get a free copy when you schedule your initial consultation.
Serving Families and
Small Businesses in Utah
EVIDENCE-BASED INVESTMENT PHILOSOPHY WEBINAR
WHAT IS OUR EVIDENCE-BASED INVESTMENT PHILOSOPHY AND WHY DOES IT MATTER?
In this webinar Mark will present what exactly evidence-based investing is and why, when it comes to your time, your money, your future AND YOUR FAMILY. . . we choose EVIDENCE-BASED INVESTING.
Schedule Your Initial Consultation
To begin the process, simply call 801-545-0696 or click “Let’s Begin”.
Once you schedule your initial consultation, we will send you a short First Appointment Questionnaire. The First Appointment Questionnaire gives us a brief overview of how you envision retirement, your current situation, and your investment experience. When we meet, we will clarify how you measure success and what’s most important to you about your money. Simply click, Let’s Begin, to get started!