IRAs, 401k, Mutual Funds, Retirement Accounts, College Funds
Many people are not even aware of the Stock Picking and Market Timing occurring inside their investments. The Mutual Fund Companies and Financial Industry is gambling with your money and you do not even know it. People are lead to believe and have the mindset that either themselves or someone has the skill to pick the best stocks and know when to get in or out of the stock market based on their predictions of what is going to happen. Others are not even aware this activity is taking place inside their products. This activity does not add value, it hurts investors whether it is done by themselves, their advisers or mangers inside what they use. You work hard to accumulate what you have, so start today and focus on what really matters.
Regardless of the amount of trust you have with any Adviser it is still up to you to know the right questions, what to ask, what to look for and to understand what it is you are up against.
At Family Wealth Partners:
We focus on proper diversification and asset allocation to enhance the probability of success.
We eliminate the stock picking & marketing timing “active management” and do not allow other people to speculate and gamble with your money.
We employ the services of asset class or structured funds to focus on diversifying prudently and capturing market returns which historically delivers better returns than the commonly used actively managed products.
Learn More About and/or Request a Portfolio MRI
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.
1028 Lee-Ann Drive
Concord, NC 28025
222 S. Church Street
Charlotte, NC 28202