Our Beliefs
The mission of Method Finance is to help people make better financial decisions. Our work is guided by a set of beliefs that we hope improves client returns, raises our level of service, and deepens our relationships with our clients.
Financial advisors should provide objective, accessible advice
Everyone
deserves the opportunity to achieve their financial
goals.
With minimums for our investment management services at $100,000, Method makes quality advice accessible.
With minimums for our investment management services at $100,000, Method makes quality advice accessible.
Financial
advice is all too frequently encumbered by conflicts of
interest
We are a fee-only fiduciary advisor. We do not receive a fee or other compensation from another party based on the referral of a client or the client’s business. See Our Fees for more information.
We are a fee-only fiduciary advisor. We do not receive a fee or other compensation from another party based on the referral of a client or the client’s business. See Our Fees for more information.
Investments,
financial products, and management strategies should be selected by
clients, not sold to them.
We make every effort to ensure our advice is objective and unbiased. It’s a central tenet of our role as fiduciaries.
We make every effort to ensure our advice is objective and unbiased. It’s a central tenet of our role as fiduciaries.
Building and maintaining strong client relationships should be an
advisor’s top priority
Client
relationships should be treated the same way as investments: with care
and a focus on the long-term.
We have done our best to align our interests with yours. We aim to build life-long relationships, and we recognize your trust in us is our single greatest asset.
We have done our best to align our interests with yours. We aim to build life-long relationships, and we recognize your trust in us is our single greatest asset.
Money
should enable life’s pursuits, not become life’s
pursuit.
By providing clients with a partner who is 100 percent focused on their finances, Method Finance enables clients to enjoy the aspects of life that are most important to them.
By providing clients with a partner who is 100 percent focused on their finances, Method Finance enables clients to enjoy the aspects of life that are most important to them.
Too
much emphasis is put on investment results, and not enough on investment
processes.
A key metric on which we judge our performance is the degree to which clients understand, trust, and can therefore adhere to, their financial plan.
A key metric on which we judge our performance is the degree to which clients understand, trust, and can therefore adhere to, their financial plan.
Financial advisors should be dedicated to educating and empowering their clients
A
strong foundation in personal finance is worth more than a
“hot” stock tip.
We provide our clients with a framework that clearly outlines the impact of all financial decisions made today on their long-term goals.
We provide our clients with a framework that clearly outlines the impact of all financial decisions made today on their long-term goals.
Emotion
can get in the way of financial success.*
We prepare our clients for the inevitable risks and volatility of investing by focusing on client education and the transparency of our process.
We prepare our clients for the inevitable risks and volatility of investing by focusing on client education and the transparency of our process.
Financial
illiteracy should never be preyed upon.
We believe our industry allocates too much capital to marketing financial products, and too little educating consumers.** Please contact us if you would be interested in an educational seminar.
We believe our industry allocates too much capital to marketing financial products, and too little educating consumers.** Please contact us if you would be interested in an educational seminar.
* The average investor earned a 2.1% annual return over the 20-year period
ending 12/31/11 vs. the S&P 500’s 7.8% annual return and the
Barclays Capital Aggregate Bond Index 6.5% annual return.
** “Americans need financial education, report
says,” CNBC, November 23, 2013