How About Some Straight Talk …

Are you comfortable with the investment relationship you currently have with your financial advisor and his/her firm?
Are you confident in the underlying investment philosophy with which your monies are being invested/managed?
Are investment results being reported clearly and simply, allowing you to easily follow and monitor the performance of your investment account(s)?
Are you being made fully aware of the investment management costs you are incurring?

These are important questions and are at the heart and core of every investment relationship. If you answered the questions with an affirmative, you should consider yourself most fortunate, as we would contend that the majority of investors are being poorly served. If some or all of the questions were answered in the negative, we would welcome the opportunity to share our investment philosophy with you – a philosophy that is thoroughly rooted in being straightforward and manageable – a philosophy that is deeply committed to keeping investment management costs low – a philosophy that has allowed us to help our clients navigate through the many bouts of optimism and pessimism that have defined our fixed income and equity markets over the past 35-plus years, since Mr. Gogolak began his career as a financial advisor.

Additionally, we would welcome sharing with you how we report client investment results and investment management costs. Transparency is an obligation, not an option. We take it seriously and have always fully embraced it. We take great pride in preparing and providing our clients with reports that are clear, easy to understand, and simple to follow.

While no one has a crystal ball to know what the future holds, experience, discipline, and conviction are paramount during uncertain times like these.