Loop investments advisors llc

When I told a fellow banker Cons There was really no cons. Connect with a financial advisor. August 29, Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

Our Fiduciary Oath

Material Changes None 3. Table of Contents 1. On a case by case basis, PPA also manages custom portfolios, but the majority of PPA s portfolio management activities focus ijvestments the standard portfolios. PPA s portfolios include several domestic and international stock portfolios that are implemented via individual stocks or ETFs or some combination thereof. The offerings also include a fixed income portfolio and an advlsors allocation portfolio based on PPA s view loop investments advisors llc the global economy. Subscribers to a given portfolio will typically hold the same securities at the same prices as other subscribers.

Commercialize

At Armor Investment Advisors, LLC, we understand that achieving a goal begins with planning and requires hard work, perseverance, and sacrifice. Financial Life Planning is about creating a framework within which financial choices can be evaluated. We often help clients evaluate the tradeoffs of working another year versus traveling more in retirement, versus risking the exhaustion of their assets before age These are not simple or one time decisions. They require deep discussions with ongoing monitoring and re-evaluation.

Recent SEC Filings

At Armor Investment Advisors, LLC, we understand that achieving a goal begins with planning and requires hard work, perseverance, and sacrifice. Financial Life Planning is about creating a framework within which financial choices can be evaluated. We often help clients adisors the tradeoffs of working another year versus traveling more in retirement, versus risking the exhaustion of their assets before age These are not simple or one time decisions.

They require deep discussions with ongoing monitoring and re-evaluation. At Armor, we are Fiduciary Fanatics! We sell no products advisorss act as advocates in a fiduciary capacity for our loop investments advisors llc. We have built our business model to reduce conflicts of interest, always putting ourselves on the same side of the table as our clients. As such, we commit ourselves to this Fiduciary Oath:.

Working with Armor investmente working with a team. Our clients are served by a team of planners invsetments consultants with diverse strengths invewtments specialties. Together, our team brings passion, talent, and accessibility to our clients. It is our goal to provide guidance as trusted stewards to individuals and families for multiple generations. This can adviisors be accomplished as a team.

He chairs our investment committee and oversees the daily management of most accounts. Jeff is a lifelong learner; he absorbs numerous publications and uses that knowledge to create custom portfolios that meet the unique needs of each of our clients.

Jeff also authors a quarterly advusors review in our newsletter that curates three months of news into an entertaining overview. Jeff earned a B. Before managing money for individuals and families, Jeff managed money in the corporate world. In addition to overseeing operations, compliance, and technology, John spends the majority of his time helping clients with financial planning.

John is passionate about making a difference in the lives of our clients through the process of financial planning. As the father of three teenagers, John has a particular interest in helping clients advisos for inter-generational wealth transfers and in helping prepare the next generation to be good stewards of that wealth. John held many roles at Schwab Performance Technologies including overseeing the customer support group, managing the quality assurance team, and consulting for some of the most respected advisory firms in the country.

The experience of growing with a tech startup gives John unique insights into planning challenges of business owners. John is very involved in the community. John also serves on the investment committee at Christ Episcopal Church. He is committed to helping clients work through the anxieties as well as the financial challenges of retiring, something that he has done for many people. Walt is passionate about helping clients prepare for the possibility that they or their spouse will live beyond loop investments advisors llc own physical or mental capacities.

He is also dedicated to helping clients with their legacy planning and the challenges of inter-generational transfers. Walt tackles issues that invesgments would prefer to avoid. Walt has over 30 years of financial services experience. From through Matt worked for Schwab Performance Technologies in various advisor support and relationship roles where he became an expert with many of the software tools that we use every day and worked with Independent RIA firms around the country.

Prior inestments working at Schwab he spent two years as a proprietary equities trader for Schonfeld Securities where he focused on short term, event driven investments. From until Graham worked for Adviisors Tamarac in various operational and management roles where he oversaw data processing and support for independent RIA firms nationwide.

Prior to Tamarac, Graham koop spent two years working for Schwab Performance Technologies in a client service role where he gained experience supporting advisors in the use of the portfolio management software tools that we utilize today. From until Allison was a Financial Planning Associate for a large independent RIA in the Baltimore area, and became a subject matter expert in the financial planning software that we use while working with clients.

In investmenfs to her financial planning responsibilities, Allison also gained experience with supervising and training new financial planners and heavily assisted with various industry software implementations.

Our Fiduciary Oath Our Team. We will act as a fiduciary. We will act with prudence; that is, with the skill, care, knvestments, and good judgment of a professional. While neither we nor anyone can promise superior investment returns, we will provide impartial advice. We will not mislead clients.

We will provide full and fair disclosure of all important facts, including our compensation from all sources, as well as fees we pay to others on advisosr behalf. We will avoid conflicts of. Our Team Working with Armor means working with a team. Jeffrey R. John V. Walter L. Matthew C. In his dual role, Matt works on financial plans for clients and oversees our service team. Graham Ivnestments.

How to Set up an LLC with Investment Partners MM — 085 with Matt Faircloth

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Want to speak with us now? Cons Too traditional, needs to get with the times and modernize in every aspect. This is what you get, hurt not reward from this lowlife imbecile. Cons Growing pains as the company gets larger. Recently, Brewer added a division focusing on retirement plan loop investments advisors llc and services, and a group specializing in providing financial planning, wealth management services and investment strategies for high-net-worth individuals, families, and invesyments. The more you have, the more choices you. Overview Overview. Show More. Michigan Ave. Financial Services Household Services. Previous 1 2 Next. Department of Energy. Connect with a financial advisor. Former Employee — Anonymous Employee. United Capital does not provide legal, tax or accounting advice. Thank you for your submission.