The Mission Wealth Advantage: Why Mission Wealth?
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The Mission Wealth Advantage: Why Mission Wealth?
Show Transcript
in the money management World there are firms that specialize in municipal bonds and firms that specialize in small cap growth and small cap value so in an ideal world you would use each of those firms within their core specialty and then you’d have a way to monitor those managers ongoing to hire and fire them when it’s warranted because Mike I want to make a point here for those viewers out there that might be dealing with one firm or maybe two firms I want them to ask this question if their current money manager underperforms are they going to call you up or send you a and fire themselves are they ever going to say that you know what we underperformed is that what you do well we absolutely is what we do we are a proactive Advocate on behalf of our clients again we have no proprietary products so we sit there on the same side of the table and look out to the scope of all these top managers and we hire and fire Proactiv you say proprietary products explain exactly what you mean by that well proprietary products Mike are firms that have an internal product that they manufacture so it might be a method to
how they select stocks it might be a particular mutual fund or a hedge fund or an annuity or some type of financial product but at the end of the day they’re distributor they’re a manufacturer and they are there to sell that product so at the end of the day if you’re buying that product they’re obviously not going to tell you to replace themselves and move next door to XYZ firm so you have to as yourself either be the consumer that’s going to be looking out for your own best interest or you have to hire a your Watchdog as Mission wealth you have no connections to proprietary products from that absolutely true we have zero proprietary products and that allows us to be independent and we Brad and I set up the firm on purpose so that we could always know that we had our clients best interest in mind
Selecting an adviser with integrity is paramount. You will be entrusting this person with your most confidential information and relying on them to help secure your financial future. There must never be a question whether this person or their firm have your best interest in mind. Mission Wealth Management does not sell any internal products; therefore, the recommendations we make are solely in the best interest of our clients. Your Goals, Our Mission.
Founded in 2000, Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has 21 other offices nationwide. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate planning, asset protection, philanthropic and charitable giving, tax planning, retirement planning and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
