Marketwise Asset Management - Powered by Savvy Employee Directory
Investment ManagementUnited States2-10 Employees
What is a Registered Investment Advisor? A Registered Investment Advisor (RIA) is defined by The Investment Advisers Act of 1940 as a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications." RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients' best interests. As a State Registered Investment Advisory company, we integrate investment ideas and techniques within your specific risk profile and return expectations to help your family and business achieve a variety of financial objectives. Free from the conflict of interest often found at many large financial companies, we get to know you first and thoughtfully develop a plan to invest for your future, with your family and business in mind. We integrate investment ideas and techniques within your specific risk profile, taking into consideration expected returns and special needs for liquidity. A dynamic process associated to every day changes in the economic environment. The clients' best interest is the foundation of our investment advisory work and we take every step necessary to ensure the fulfillment of our main responsibility. Investment structures and their associated costs have an effect on your rate of return. In Today's investment landscape, hidden fees deserve to be a thing of the past. We are fee-only and cost efficient. DISCLOSURE Marketwise Asset Management is a RIA. Information presented is this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
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