Accepting new clients
It has been nearly two and a half years now that I have been writing this blog and I have not received one phone call, email or letter from anyone inquiring about the investment advisory services Fluetsch Financial Services, LLC offers. Godaddy statistics suggest someone is reading the blog so I figured I need to ask or let those of you who do read that we are open to new clients.
Typical clients are small to mid market institutions and high networth individuals.
Our approach is institutional in nature for your entire account. We develop an asset allocation for each client based on each clients specific investment time horizon, risk adversness, liquidity requirements, tax situation, and goals. The asset allocation is then implemented utilizing Exchange Traded Funds. Our goal is to add value by strategic and tactical tilting within investment policy guidelines utilizing my nearly three decades of market participation and study of economics.
Typical clients are small to mid market institutions and high networth individuals.
Our approach is institutional in nature for your entire account. We develop an asset allocation for each client based on each clients specific investment time horizon, risk adversness, liquidity requirements, tax situation, and goals. The asset allocation is then implemented utilizing Exchange Traded Funds. Our goal is to add value by strategic and tactical tilting within investment policy guidelines utilizing my nearly three decades of market participation and study of economics.
Posted by Bradley Fluetsch at 5/7/2009 2:28 AM 
Categories: Economics
Tags: institutional CFA welcome fee based ethical new client RIA hire replace
Categories: Economics
Tags: institutional CFA welcome fee based ethical new client RIA hire replace
Comments