Advisory of Equititrend Advisors by Equititrend Advisors LLC
The Aim of Equititrend Advisors LLC
At Equititrend Advisors LLC, our aim is to help investors achieve
financial goals with the greatest comfort and success. There are several
paths you can take to reach a financial destination and Equititrend
Advisors can help. Equititrend Advisors helps you choose the investment
path that will be most comfortable and satisfying to you.
Equititrend Advisors LLC spends a lot of time getting to know you and
your reasons for investing, your attitudes toward money, the results you
expect, and your comfort level with different types of investments.
Equititrend Advisors wants to know not only what you need from your
investments right now, but also what you are likely to require in the
future.
Equititrend Advisors gathers the necessary information Equititrend Advisors needs to help your investments blossom.
Once Equititrend Advisors LLC understands what is most important to
you, and the direction you are headed, Equititrend Advisors identifies a
clear and simple course of action. Whether you are an experienced
investor or seeking advice for the first time, Equititrend Advisors will
help you find and implement the right investment solution to keep you
on the right track at a risk level tailored to fit you.
You will find that one of the most significant contributions that
Equititrend Advisors LLC brings to your success is the ongoing
assessment and interpretation of your needs, goals, resources and
choices. As your financial needs and plans for the future evolve, so
will your portfolio here at Equititrend Advisors.
Equititrend Advisors prides itself on being accessible to their clients.
Equititrend Advisors knows how frustrating it is to get caught in an
automated phone system. That is why Equititrend Advisors answers the
phone and has a team of people ready to help when you call.
As a client, you and your advisor will be supported by a talented and
responsive client services team from Equititrend Advisors, plus a
full-time research department and in-house CPAs.
This group is constantly pursuing a better strategy to improve your
performance. They seek simpler routes to achieve your goals, and less
expensive ways to obtain the same quality results. In the meantime,
Equititrend Advisors makes it easy to follow the success of your
investments with regular meetings, quarterly program updates and
easy-to-read reports.
Investing based on facts, not emotions at Equititrend Advisors LLC
While your feelings about money play a prominent role in determining the
strategy that is right for you, Equititrend Advisors does not think
anyone’s emotions–including our own–should have a role in making
everyday decisions about your investments. That is why Equititrend
Advisors does not act on stock tips, guess where the Dow will be in six
months or try to predict the direction of interest rates. Your money is
too valuable to be managed on the basis of hunches or “sure fire” bets.
Equititrend Advisors knows that.
Everything Equititrend Advisors does in your portfolio is based on using
decades of academic research to identify an optimal mix of assets and
make investment shifts accordingly. Relying on science, rather than
emotions and predictions, has paid off for Equititrend Advisors clients
time and again.
The facts will tell you…
the most important building block is the choice of assets
Portfolios are only as strong as the investments they contain.
Equititrend Advisors favors using a globally diversified portfolio of
mutual funds and a few specialized securities, to help their clients
achieve financial success.
Equititrend Advisors has access to thousands of mutual funds and
securities and a research team to sift through those choices for you.
Equititrend Advisors owes allegiance only to our clients, and that
independence allows them to choose what they regard as the highest
quality investments available for your portfolio.
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