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At yourCFO, you maintain freedom from bias, both real and
perceived. Independence is gained by not creating any proprietary
investment products, so our Advisors aren't subject to any influence to
sell in-house products that may not be in a client's best interest. You
can deal in stocks, access bond desks, and all mutual funds. You have
the opportunity to invest your clients' wealth on a truly independent,
bias-free basis, while not compromising on the breadth of products
available.
yourPATH
Apart from high payouts, what makes yourCFO unique for your clients and for you lies in our approach to determining suitability. Put simply, the role of a yourCFO Advisor is to provide information and advice, so their clients are able to make better decisions regarding growing and protecting their wealth, within the context of their goals, objectives and risk tolerance. yourPATH combines a financial plan and an Investment Policy Statement (IPS) with regular performance reports, to ensure all bases are covered and the strategies being implemented have a high probability of achieving your clients' investment goals.
The "prudent investor test" is then applied to ensure suitability. At yourCFO, we will periodically examine client accounts on a test basis, to provide a high degree of assurance that all Advisors are designing suitable investment strategies for their clients. Most importantly, this level of due diligence benefits your clients, but also protects you and yourCFO against the increasing risks of litigation.
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