Our clients often ask “what is one of the greatest advantages of doing business with Braemar?” Without hesitation, our response is always the same: independence.
Why may independence be important to individual investors? Well, for one, your future financial success may depend on the type of investment advice you get today. In an increasingly complicated era, pursuing your financial goals depends on independent advice; meaningful, timely information and research; and access to the investments and services that fit your specific circumstances.
Our independence provides you the potential benefit of personalized investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means we are free to recommend only those products and services that address our clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need independent advice.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.