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 208, 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
Fortress Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those managed or recommended by Fortress Wealth Management, Inc.) will be profitable or equal to any historical performance level(s).