A Clear Conscience
Imagine a doctor prescribing medication not because it was in your best interest, but unknown to you the pharmaceutical company sent the doctor and his family to Italy as a reward for meeting a sales quota. At Cenacle Capital Management, we have a fiduciary relationship with our clients. We put your interest ahead of our own.
We don’t know the outcome of stock and bond performance in any given year; but we do sleep very well each night knowing every decision we make for you is free from conflict of interest. We make our own decisions and each client has our undivided loyalty.
A cup of coffee and a second opinion
Let’s schedule a meeting where we can sit down for a cup of coffee either in person or using “Skype”. We’ll ask you to briefly to outline your financial goals-and 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, despite all the market turmoil, we’ll gladly tell you so and call it a day. If on the other hand, we think some of your investments no longer fit your goals, we can explain why, and in plain English.
We have several levels of engagement:
- Benchmark employer 401(k) retirement plan to reduce annual fees, improve fund selection and follow global fiduciary best practices.
- Advise the client on which mutual funds are most likely to outperform using real time data; not a “backward” looking data. We create an easy to use “cheat sheet” to help select the mutual funds in your plan.
- Actively Manage self-directed 401(k), Individual Retirement Accounts (IRA), Trusts and small business pension plans using Exchange Traded Funds (ETFs). We decide what to buy; and when to buy it for your account.
- Risk Management Consulting for HNW investors. Sophisticated investors don’t want to entrust their nest egg to a money manger. Money managers are a dime a dozen. Cenacle Capital Management will act as your personal risk manager and idea generator. Risk managers come at a premium because of their depth of knowledge, industry experience and ability to form creative solutions for preserving and growing the wealth you have already achieved.
If you like, we can recommend alternatives. Either way, we enjoy a cup of coffee.
Give us a call at 847.686.4800 or send an email to [email protected] and let’s “meet” for coffee.
Warm regards,
Bill Ulivieri
