The ElderAdo Financial Advantage

PROCESS  ORIENTED  NOT  PRODUCT  ORIENTED

Fee-Only Fiduciary Advice

No bias on investment recommendations. ( no commissions, bonuses, or soft money are paid to the Colorado registered investment advisor) 

Our incentive is to grow your account. ( the advisor is paid a percentage of assets under management - so when your account grows, our management fees increase) 

Access to the widest range of investment choices available. (stocks, bonds, Treasury notes & bonds, load and no-load mutual funds, CDs, and Colorado Municipal Bonds) 

Quality customer service and investment analysis for your account. (The advisor can focus on the client’s accounts instead of generating new clients) 

Flexibility using one account for many investments. (consolidated statements makes it easier to understand) 

Low cost and fees for your investments. (discount broker charges low transaction fees, no fees for some mutual funds) 

No worry of having your account churned. (we do NOT earn a commission on each transaction) 

You receive professional advice on managing your account. (a professional investment advisor located in Montrose, Colorado to guide you instead of doing it alone) 

Ability to transfer between many mutual fund families with no fee. (using the “no-fee network” gives you maximum flexibility with no cost) 

You will be more informed about your investments. (monthly statements and computer access to daily account information) 

No long term commitment to working with the advisor. (you can choose to end the relationship at any time for any reason, a month to month contract)