Our primary goal is to help you achieve peace of mind over your financial affairs. We do this by providing you:
A Higher Standard. As an investment advisor, our firm has a fiduciary responsibility to you. This means we will put your interests ahead of our own. Unfortunately, the vast majority of financial advisors are not fiduciaries. Rather, most are held to a lower standard of “suitability.” You can learn more about the fiduciary standard here.
Better Service. Have you ever left a message for a business person and not heard back from him or her? Or you do finally hear back days or weeks later? At MFA, we strive to respond to your requests promptly. In almost all circumstances, we return your phone calls and email requests the same day. In addition, we try to be very proactive in anticipating your needs.
Quality Advice. True independence has many benefits for the investor. MFA is an independent, fee-only firm. We have no requirements to sell any in-house or preferred products or to advance some large corporate agenda. Our independence enables us to provide high quality and objective advice.
A True Value. We are committed to providing an excellent value to you, our client. The unfortunate truth is that many investment product salespeople recommend products laden with inappropriately high fees. Oftentimes, such fees are hidden and not fully disclosed. MFA’s fees are fully disclosed, and we feel are a good value.
A Unique Investment Management Process. MFA will help you develop a portfolio based on your unique goals and objectives, your risk tolerance and your financial situation. We believe we add value to the investment management process by taking a forward-looking view of the markets. We make reasonable assumptions of likely asset class returns over a five to seven year period and make necessary adjustments as needed.