The ElderAdo Financial Advantage

PROCESS  ORIENTED  NOT  PRODUCT  ORIENTED

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

·        Our incentive is to grow your account. ( the advisor is paid a percentage of assets under management) 

·        Access to the widest range of investment choices available. (stocks, bonds, Treasury bonds, load and no-load mutual funds, CDs) 

·        Quality customer service and investment analysis for your account. (The advisor can focus on the client’s accounts)

·        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 investment transactions) 

·        You receive professional advice on managing your account. (a professional advisor 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 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)