Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to Total View Advisors.
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The relationships we build are at the core of our business. We know great things can happen when we know you so well – working with you on your complete and total financial well-being. We consider our clients as part of the family. We are often involved in their lives, and the lives of their children and grandchildren as well.
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Our advisors have over 40 years of cumulative financial industry experience and hold professional designations such as Accredited Investment Fiduciary®, Chartered Financial Consultant® AND Certified Financial PlannerTM professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Clients know our whole team, not just their lead advisor. It means any member of our team can help our clients and answer their questions, having knowledge of their situation and plan. Each of us is available to our clients by phone, email and planned visits outside our office.
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We are held to a fiduciary standard of care when it comes to managing assets, which requires us to put the interests of our clients above our own. It also means we do our best to ensure that our investment analysis is as thorough and accurate as possible, and that we strive to trade securities with the best combination of low cost and efficient execution.
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Ninety percent of our practice is discretionary portfolio management. Our clients set the direction and goals, while our experienced team works together to ensure proper execution of our strategy – based on your goals, risk appetite and investment timeline. Ongoing communication and transparency help to ensure the strategy and portfolio remain consistent with your objectives and preferences.
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Today, more and more advisors are using predetermined asset allocation models. We have found that our clients prefer not to own cookie-cutter solutions. No matter what your risk tolerance, you may not want to see your portfolio behave exactly like the market behaves. That is why we not only strive to grow your net worth, but also keep an eye on helping to mitigate downside risk. When the next economic downturn happens, we will offer you more than the typical “stay the course” advice that many in the industry will offer.
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We go beyond just investment management to address every aspect of your financial life from estate planning to charitable giving strategies, and assist and advise you on all decisions pertaining to your finances, such as buying a second home or leasing a vehicle.