When you’re looking for a solution to your financial goals, you want to know your advisor is giving you the best possible recommendation available and isn't confined to their employer's selection. But advisors employed by the big brand-name brokerage firms may be limited to their firm's roster of products, some of which may be created and promoted by the firm itself.Instead, our independent advisors work for no one but you. They aren't limited to their employer's line-up of promoted products. Rather, they have the freedom to choose from among the best products and companies available to create a strategy that meets your goals and objectives. They can even offer you alt investments, if that's your preference. When it comes to the freedom to customize approaches to meet your needs, independence wins again. One way the big brokerage firms are cutting costs is by reducing customization and focusing on providing cookie-cutter approaches that may not work for you as well as a more tailor-made strategy. Our advisors face no such constraints, but rather work with you to create the strategy that serves you best. Finally, the big firms are focusing more and more on high net-worth clients, leaving smaller clients out in the cold. Our independent advisors are under no such constraints. We encourage our advisors to provide the best possible solutions for clients ranging from young investors just getting started on their financial goals to retirees looking for ways to make their retirement funds last, and everyone in between.
When it comes to your hard-earned money and your investment portfolio, you deserve answers to your questions. But just try to reach the person making the big decisions about how, where and why your money is being invested at the largest national firms.That's not the case at DMK Advisor Group. Our in-house money manager is a phone call or email away whenever you have questions about strategies, outlooks, trends, and other aspects of the financial markets and how they may impact your investing strategy. With over 45 years of experience in the financial services arena, our Chief Investment Officer, Hal Schwartz, has helped thousands of clients grow their wealth, and today he manages over $100 million in client assets. During his more than four decades in the financial services industry, he has held leadership positions for some of Wall Street’s leading firms. He has been recognized by such top firms as Fidelity, Top of the Table Member of the Million Dollar Round Table, E. F. Hutton, and Shearson Lehman.*
His approach to helping you build and preserve your wealth is to tailor a strategy best suited to your goals, needs, and investment personality. Of course, past performance is no guarantee of future performance. But the best way to find out if working with Hal Schwartz may be right for you, contact our main office today at 800.983.4448.
Of course, just because we have our own in-house money manager doesn't mean you're required to use him. We frequently work seemlessly with third-party money managers as well. Our ultimate goal is to provide you with whatever support you need to achieve your financial goals.*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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