How Does a Financial Advisor Add Value?
There is a myriad of financial professionals providing different services with different compensation structures and often with embedded conflicts of interest. How can you make sense of it all? Does a financial advisor add value? How do you select a financial advisor that fits you?
What is a Fiduciary?
The media and investor education have done a good job of promoting fiduciary financial advisors. When someone calls our office, they have often searched for “fiduciary financial advisor in Bellingham” and landed on our website.
But what is a Fiduciary? Turns out, the definition is not so clear.
Disclaimer
The commentary on this website reflects the personal opinions, viewpoints and analyses of the Skyline Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Skyline Advisors, Inc. or performance returns of any Skyline Advisors, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Skyline Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.