There are over 200 different designations for financial advisors. Unfortunately, most work in a system that’s beyond their control – a system of enormous Wall Street banks, brokerage houses and affiliates, and insurance companies with vast financial incentives. These incentives can encourage some professionals to work in their own best interests rather than in the interests of the people they serve.
There are a select few in the financial services industry legally obligated to put your interests first. These people are called registered investment advisors (RIAs). Client First Tax and Wealth Advisors is an RIA, and we’re proud to be one. We don’t charge commissions or push sales programs on our clients. You will never need to worry about any conflicts of interest or hidden agendas. We’re an independent fiduciary, always have your best interests in mind, and are very proud of the work we do as an RIA.
Contact us directly to speak more about your foundation and endowment needs.
If you’re an education enterprise, it’s challenging to raise tuition every year. Endowments relieve your dependence on tuition revenues and can be used for scholarships and financial aid, which leads to better recruitment and retention of the most qualified students.
If you’re a foundation, you’re a leader in your community and work to make the world a better place. It’s great to have donor engagement but it’s even better to have consistent funds to provide grants that align with your core values and improve the world we live in.
Whether you’re an endowment or a foundation, it should not be unfortunate external forces that influence your organization’s priorities. You should instead be focusing on your values and priorities.
Costs To Support Your Investment Funds
Do you want to make more distributions for scholarships and grants without worrying about additional direct or associated program costs? We’re here to help with that too. As a fiduciary, we make sure you know everything associated with managing your investments. On our end, it’s as simple as a fee based on your assets under our management. That’s it. No commissions. No performance fees. No low balance fees. No short-term trading fees. Transparency is at the forefront of everything we do.
If you want want to know what it’s like to have an independent fiduciary looking out for you at all times, request your initial consultation to learn how our team and Adaptiv Investment Management System™ is able to help you and your endowment and foundation investment funds.
Contact us today to speak more about your foundation and endowment needs.
We love our clients. We are fully committed to their financial well being.
We are fiduciaries for our clients and believe true holistic planning is the only way to care for our clients’ financial health.
We continually strive to be aware of opportunities to serve our clients better.
We expect and foster a culture of learning, performance, and exceeding expectations.
We are a family of families and recognize the fullness of life beyond the office.