"When was the last time you heard from your financial advisor?" If you're a client of nVest Advisors, your answer to that should be, "Frequently!" With as often as daily market updates, weekly account performance emails, regular updates on Facebook, Twitter, LinkedIn, our own smartphone app, our podcast, our blog, monthly newsletters, and even periodic
This month, our clients with Aspire 457, 403(b), SIMPLE IRA, SEP IRA, 401(k), and IRA accounts have a lot of exciting changes to learn about! In addition to the major recordkeeping and client website improvements that went online on December 3rd, here's what we're doing for you by the end of the year: We're making
Our clients have a lot to look forward to in 2018, and we’re getting ready now! If you’re an nVest Advisors client, please keep reading this important blog post. (And if you’re not yet a client, what are you waiting for?) During January and early February every year, nVest Advisors conducts our Annual Client Review meetings. These are critically important “state of the relationship” meetings, when we get to review your account performance, update your personal info and account beneficiaries, review your risk tolerance, make changes to your strategy, etc. No matter when during the year you became a client, we start each year fresh with an annual review in January. 2018 will be an especially important review appointment, because we’re making significant changes to your experience as a client, and it’s crucial that you understand how things will be different going forward. Here’s (quickly) what’s changing, and how our Annual Reviews will incorporate these changes.
We talk often on here about how we’re working to be a better financial advisor, and we applaud efforts by the Department of Labor, the SEC, and the state regulators to force higher standards of care on our industry. We’ve even given you reasons to fire your current advisor, things to be leery of when looking for one, and how to avoid Ponzi schemes. We’ve been serving clients for nearly a decade, and have forged deep and lasting relationships with our clients. Many have become close friends. We believe that’s the way it should be, because the relationship of a financial advisor and client involves a great deal of trust and at times, vulnerability. We work very hard to do what’s best for our clients and provide the best service we can. That includes being prompt in our responses, running compliant and ethical practices, having a servant-leader’s spirit and caring for your investments like they were our own. We often ask you what can we do to become a better advisor, but we seldom take the time to tell you what you can do to become a better client. Here are 9 ways you can help us help you:
Our last coffee club in the RGV until autumn is coming up this week! Join us Wednesday, February 1 at 9am, for coffee and pastries, conversation, and a quick market update. With the strong possibility of a FED rate hike, booming oil prices, a wild presidential election, and stock markets at all-time highs, we'll be talking