“Trust is knowing a person will act in your best interest”
At Cenacle Capital Management, we have a fiduciary relationship with our clients. We received our Accredited Investment Fiduciary Analyst™ (AIFA®) designation from the Center of Fiduciary Studies found at www.fi.360.com
Motivational speaker, life coach and author Tony Robbins outlines what it means to be a fiduciary in his 2016 best-selling book MONEY: Master the Game: 7 Simple Steps to Financial Freedom[Click here to read Tony Robbins: 7 questions you must ask to keep a financial adviser honest]
We’ve seen a lot of difficult markets come and go. We can empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee and a second opinion. By appointment, let’s meet in person or online and chat for a while. We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you.
If we think your investments continue to be well-suited to your long-term goals – we’ll gladly tell you so and send you on your way.
If, on the other hand, we think some of your investments no longer fit with your goals, or you’re paying too much for someone to manage them, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
Please call our office at 847-686-4800, just to have a conversation!