Now a little more about my background and qualifications, which by the way is often researched surprisingly little by investors.
Welcome to a brand new revolutionary concept in delivering investment/ financial planning and counseling. My name is Mark Del Pezzo, CFA and I have over twenty years of experience in managing funds for banks, trust departments and brokerage firms. I have firsthand knowledge of how the process really works and where you "the client" fit into the process. Trust me, at times it is not a pretty picture! The idea of launching this service is one I have thought about for a long time and am now in a position to initiate the idea full speed ahead. First, a brief background on how the process works for an investor today.
The individual investor today is typically "prospected" by a broker or trust officer and informed over a sales campaign on how great the firm is in managing funds and taking care of customers. The process usually entails a courtship phase, where you can imagine your account being extremely important to the firm – invites to golf outings, football games, exquisite dinners, etc. Believe me, your account is important - it is just not for the reasons you suspect. It is important to the firm’s long run growth and profitability. Now don’t get me wrong, there are plenty of advisors, trust departments and brokers that take care of their customers and deserve to be compensated, but unfortunately this is an increasing minority of firms. For proof, just look at active fund management’s dismal performance over time – active management has seriously lagged a passive approach for a long time and you the investor are paying big fees the whole time!
My offering to investors is to seek an unbiased, professional opinion and ongoing consultation from a seasoned, credentialed professional, that has no incentive to sell you products or services. Naturally, that is my site and service offering; but other hourly fee based advisors are out there. If you are already at a firm that is managing your funds, this could be a second opinion or a review of what is currently being done with your portfolio. This conversation will primarily take place through this site, but can include individual phone calls and/ or in person meetings.
Our typical review will include the following:
Due to regulations, I have to keep my advice somewhat general in nature, but it will be specific enough to your situation to make a significant difference in your financial life!
Here is how the process works:
Since investment management and financial planning is a long term process, I am confident many of you will select this option.
There it is - very simple, fully disclosed and at an economical rate and on special terms in this time limited introductory roll out!
Email Me or call (904) 707-8992