Working With A Registered Investment Advisor
Sound Investment Management
As a Registered Investment Advisor and fiduciary our financial advice and investment management align with your investment goals. We address your tolerance and capacity for risk, focusing on reducing losses and improving returns while avoiding unnecessary risk.
Whether you come to us for a portfolio consultation or want us to manage your investment accounts, we assess the current performance of your investments and advise you about potentially better options. We recommend high-quality investments that provide value, growth, and income, and help you reallocate assets to improve both risk and returns.
Financial Advice with No Commission and No Conflicts – Fee Only Advisors
Changing conditions call for counsel that’s truly insightful, experienced and independent. As our client, you pay only a low annual fee based on the assets in your accounts that we manage for you. We charge no commission on transactions, eliminating any potential conflicts of interest in our investment advice or the investment allocations we recommend.
Regular Investment Portfolio Performance Reports
We believe in keeping our clients informed. We’ll meet with you to review your account’s performance and our investment strategy. You’ll also receive monthly activity updates and clear, concise quarterly performance reports on your investment portfolios.
Our Responsibilities as a Fiduciary
We at Marin Wealth Advisors believe in placing our client’s best interests first. Therefore, we commit to the following five fiduciary principles:
- We will always put our client’s best interests first.
- We will act with prudence; with the skill, care, diligence, and good judgment of a professional.
- We will not mislead you. We provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts of interest.
- We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.