The Fiduciary Advantage
There is a lot of talk in the press these days about the importance of using a Fiduciary for investment advice. But what does that really mean? In its simplest form, it just means
Putting the client’s interests above the advisor’s interests
To us, it seems obvious that a firm like ours would have to do just that.
Unfortunately, the financial services industry has a well-deserved reputation for conflicts of interest – which color the recommendations and advice consumers receive. We solve that problem by not being compensated by anyone but our clients on a “pay as you go” basis. We are fiduciaries by intent and by contract. We don’t sell products, we don’t have our own funds, and we don’t accept outside gifts, trips, bonuses, etc. from any investment provider.
Highly Experienced Staff
There is no B team at Fortress. The key people in our organization have decades of experience with planning and management and levels of training and education which far exceed many of our larger competitors.
We Focus on What Matters
Defining and reaching your goals is not dependent upon magic investment products, stock-picking genius, brokerage house “research” or clairvoyant powers. What matters is getting you to your definition of financial success…… with the highest probability….and the least amount of risk.
Here is what makes the difference
Planning
We begin by creating the proper roadmap. All investment decisions flow from a robust planning process.
Managing Risk
Risk takes many forms. Understanding and balancing risks is an important aspect of your success plan. Being successful requires identifying, understanding, and effectively managing both temporary and long-term threats to your financial security. By carefully defining risk ahead of time, limiting your exposure to a pre-determined risk “budget”, and then managing and guiding you through inevitable ups and downs of the markets, we help keep you on track with your goals.
Reducing Costs
Keeping costs down is an important and effective way to boost investment returns. Cost reduction is a core component of our approach and part of everything we do.
Minimizing Taxes
Taxation is persistent, pervasive and a significant threat to your long-term financial security. Reducing taxes is a zero-risk way to increase investment returns.
Smart Investment Strategies
Picking individual stocks or trying to find the best stock pickers is an expensive, largely fruitless journey. Understanding markets, the sources of return, and human behavior provide better solutions and results. Our diversified investment strategies use Nobel Prize-winning academic research to build disciplined and thoroughly researched Portfolios based on empirical evidence – not speculation.
Contact Us
Address:
9696 Culver Blvd., Suite 301, Culver City, CA 90232
Telephone:
(310) 899-0606
Email:
info@fortress-wealth.com
Send us a Message
FORTRESS WEALTH MANAGEMENT, INC. ©2020 | Culver City, California | 310.899.0606
Farther Finance Advisors, LLC is an SEC-registered Investment Advisor. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. For more details, see our disclosures in Form ADV Part 2. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.