How to find the best investment advisor near me
Finding an investment advisor starts with finding someone that aligns with your investment philosophy. Most people, left with no other way to find an advisor… just find someone they know, like, and trust. Unfortunately, many investors don’t focus on what is more important - does your advisor believe what you believe about how the market works and invests your money in alignment in what you believe.
This begs the question… what do you believe? How do you believe the market works? It comes down to the two options below. Once you have chosen a belief - consider asking advisors what they believe and finding an advisor that believes what you believe and invests accordingly.
Potential Belief: Free Markets Fail
•The market fails to price goods and services efficiently.
•It is possible for some individuals to identify in advance which prices are inaccurate.
•Underpriced or overvalued markets can be forecasted
or predicted.
•Managers seek to increase returns and avoid losses by taking advantage of stock or market mispricing.
•People with this view use traditional investment approaches.
Alternative Belief: Free Markets Work
•Free Market is the best determinant of market prices based on Supply and Demand.
•All available information is factored into the current price.
•Only new and unknowable information and events
change pricing.
•The randomness of the market makes it impossible for any individual or entity to consistently predict market movements and capture additional returns unrelated to risk.
•People with this view would utilize free market investment strategies.
Beliefs Dictate Action
FREE MARKETS FAIL
•Focus on active management
•Pursue traditional investment strategies
•Stay connected to multiple sources of financial information and read as much market information as you can; or
•Work with a financial professional who shares your market belief and does the work for you
FREE MARKETS WORK
•Focus on capturing market returns
•Eliminate traditional investment strategies
•Utilize asset-class or structured funds
•Diversify prudently
•Identify your risk tolerance
•Work with a financial coach who shares your market belief and helps you pursue your investment objectives
We believe free markets work and are one of the only in the industry that use science, academics, empirically-tested principals, and Nobel-Prize winning formulas to harness the power of free markets so your investment portfolio takes advantage of any market condition. Using these concepts provides access to the most efficient portfolio - maximizing your expected investment returns for whatever level of risk you are comfortable with. No prediction of the future needed. When get to the root of it that is what most investors want, right?
For more information please consider attending a free investor education course. Upcoming opportunities HERE.
