Questions & Answers
Additional Resources
WHY
RELY ON AN
INVESTMENT ADVISOR?
TV, radio, newspapers and “junk” mail tell us that anyone can manage their own investments. They purport that one can make extraordinary returns by simply using a discount brokerage firm, attending a powerful seminar (that has a big ticket for entry), or by just reading a book. The truth is, by our estimates, less than one in a thousand investors have been or may be successful on their own. Most lack the time, skill, or desire to succeed.
Why not pick one of those big or boutique brokerage houses?
You hear about them as well in TV ads, newspapers and from friends who think their broker is a financial wizard. According to Arthur Levitt, the highly regarded former chairman of the Securities and Exchange Commission (SEC), Wall Street has stacked the deck against the small investor. The reality is that the brokers in these houses are sales people working on a commission. Whether you win or lose, they make money on each trade. The best brokers are good people stuck in a bad system. The best investment advisors charge a fee based on your total assets; the more your assets grow the more the advisor earns, a powerful incentive to increase your wealth.
We help you manage your wealth so you can manage your life.
Your serious money will require a minimum of 25 hour per week of your time to manage. A quick calculation will demonstrate that CIM Financial Group fees for management of your portfolio are a small fraction of what your valuable time is worth. Beyond that, the unique skills and knowledge involved in high performance investment management are not easy to come by. Additional issues such as measured distributions, input from you to help tailor your account, receiving clear and precise reports, quarterly commentaries, etc., make the employment of CIM Financial Group as your advisor one of your smartest investments. We strive to remove a measure of fear and trepidation from our clients’ lives by caring for their valued resources.
