We have a focus on you, our client, and nothing else. Our 5 differences:
We offer advice for a fee; it’s that simple. We are a professional buyer of securities for our clients, not a professional seller of securities for commissions. Our relationships are directly with you, and we are free from inherent conflicts that typically exist at large wirehouses or banks. We do not receive commissions, fees, trails, mark-ups, mark-downs or soft dollar arrangements from any investments utilized within a client portfolio. We are advocates for our clients and seek the best solutions that exist in a completely unconflicted fashion.
We make it easy for you to stay on top of your entire financial picture. When you work with Ethos, you will get a real time picture of your entire financial situation. Through innovation in technology, we provide you with access to a personal website that tracks your entire financial landscape in one place. From this convenient entryway, you can view your entire personal balance sheet as well as cash flow from investment accounts, loan accounts, credit card and deposit activity regardless of where assets or loans are held.
We intelligently designs wealth plans and investments strategies from the best solutions that exist in the marketplace. We do the legwork to identify the most effective and cost conscious vehicle that exists within each of our strategies. We only accept and keep investment vehicles that meet our high standards and due diligence process.
We are client advocates and completely free from an environment that requires us to use propriety products and/or services. With independent and institutional research, open access to investment vehicles and the ability to access best in class subject matter experts on your behalf, we are able to deliver advice exclusively centered on your situation.
We are able to do what we do from technology innovation, but we don’t take personal touch for granted. The combination of high-tech and high touch creates the right environment to allow us to serve you best, and for you to stay in touch with your financial matters. With technology, we provide financial blueprints, research, reporting, portfolio management, a confidential document storage vault and communications with clients. Our congenial and confidential relationship with our clients makes the difference in working to simplify complex matters, and work individually with you to achieve your vision of financial prosperity.