GenFi Family and Fiduciary Services

Choosing an Advisor

Independence: Is your advisor truly independent and fee only? Does the advisor's compensation remain the same regardless of which investment strategies or products you pursue?
Open and actively researching all options and asset classes: Is your advisor actively looking through this changing investment landscape for the best strategies, implementation, managers, and planning opportunities or do they believe they already know it all?
Able to integrate a more holistic approach: is your advisor able to integrate additional important consulting and advisory factors into your investment plan?
Education: Is your advisor about educating you and your family or corporate governance with regard to process, options, performance reporting? Does your advisor explain and make sure you understand concepts such as reporting performance gross or net of fees?