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Working with Fundamental Advisors

The achievement of your life’s goals is our main concern — not simply the accumulation of wealth. The visions you have for your life are an integral part of our investment advice to you.

We believe knowledge is basically about answers. We also believe core beliefs govern the way you frame your questions. If we don’t have our questions framed correctly, the answers we receive will be wrong. This is why we spend the time up front to align our goals with yours. We want to know your concerns, beliefs, ambitions and expectations. This will help us in developing an investment plan individual to you.

Becoming Part of the Fundamental Family

What’s Next?

Since your individual circumstances and needs drive the process, the first step is to get in touch with us. Since we are fee-only advisors, there is no cost for this initial meeting.

In this meeting we will:

  1. Quantify your financial objectives needed to achieve your life goals
  2. Assess your current (and future) financial resources
  3. Evaluate your investment time horizon
  4. Determine your risk tolerance

Fundamental Advisors will guide you through:

  1. Implementing and maintaining a disciplined investment strategy.
  2. The difficult process of remaining on course during volatile markets. We help you recognize and avoid tendencies that would otherwise encourage you to abandon your commitment.

Contact Us At:

Or call 713.834.1111