A client asked me recently what I thought about REITs now that interest rates were on the verge of rising.
(Posted July 1, 2015)
• No Conflicts Of Interest: You get unbiased advice because we don’t sell commissioned products. Fee is 1% of AUM (learn more).
• Your Interests Come First: We are held to the Fiduciary Standard, not the Suitability Standard.
• Avoid High Expenses: Index funds have up to 90% lower fees than actively-managed mutual funds and outperform them over the long term. Don’t own them? You may be paying too much.
• Held to the CFA Code of Ethics: Our firm believes in operating with integrity and abiding by the highest ethical and professional standards in the industry.
• Complimentary Portfolio Reviews: If you haven’t had your investment portfolio reviewed in over six months, it may be time for a checkup. Identify trouble spots and find ways to lower your fees at no charge. Contact us today for a free consultation at (619) 888-4070 or email us at firstname.lastname@example.org. All portfolios are welcome.
Rainier Trinidad, CFA
San Diego and Coronado’s Fiduciary Financial Advisor
Parabolic Asset Management
206 J Avenue
Coronado, CA 92118
Investment Risk Disclaimers: (i) Investments involve risk and are not guaranteed to appreciate, and (ii) Past performance is no guarantee of future results.