As seen in

5 Asset Protection Tips

Asset Protection Tip Number 1

It should be pointed out that many portfolio managers, financial advisors, stockbrokers, and financial planners claim consistent, superior performance but do not provide independently validated evidence of that performance from a firm like Global Investment Performance Standards (GIPS).  If returns seem too good to be true ask for a GIPS audit.  If they can’t provide a GIPS audit, then be leery!  To learn more about GIPS visit their website at gipsstandards.org.

Performance can be evaluated in a variety of ways. However, without knowing how a person is measuring his or her own performance, and whether or not that person is doing it properly, it is impossible to know if claims of superior performance are valid.  Even the best portfolio managers occasionally have poor years, while the worst portfolio managers occasionally have good years.

As major scandals in the financial world have been brought to light, we have seen billions of dollars lost. It is important for you to know what to look out for, what kind of an account and advisor  you should have.  Our complimentary report titled 5 Asset Protections Tips has been prepared to help you in this important part of your financial planning.

Where would you like it sent?

Free Info Request Form

  • This field is for validation purposes and should be left unchanged.

Book a Free Consultation

To Begin The Proces Simply call or Click "Let's Begin"

Once you schedule your free 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. It’s that simple!

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

Contact Us

© 2021 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

Scroll to Top