A Registered Investment Adviser

 

Registered Investment Adviser

There are numerous methods for investors to get investment advice and/or execute their trades.

For those with the time, skill, and inclination to go it alone, there are many good discount brokerages.

But if you want advice -- especially unbiased advice -- Teewinot suggests doing business with a Registered Investment Adviser.

There are m any good reasons:

Fiduciary Duty
• Highest legal standard of care
• Firm must always put Client’s best interests ahead of their own

Full Disclosure
• Form ADV lays out exactly how an RIA firm does business
• All fees fully disclosed
• Any conflicts of interest disclosed

Teewinot's promise:
• We work strictly for you
• No external payments from "product pushers"
• Performance-based compensation means all Investment decisions made strictly with goal of making money for Clients.

Comparising RIA's vs. Brokers:


  

 

Charterered Financial Analyst

We believe investors who demand extensive market education from their asset managers look should look specifically for the CFA designation.

Here's why:

•Curriculum focused on markets and securities analysis.. not marketing or salesmanship

•Requires detailed knowledge of:
Equities, Bonds, Derivatives, Economics, Portfolio Theory, Ethics, Corporate Finance, Personal Finance

•Members held to strict Code of Ethics and Standards of Professional Conduct

 

Teewinot's portfolio manager earned the
CFA charter in 2003.

 

  

Legal Disclaimer:
This site is for general information about our services. It constitutes neither a solicitation or offer to sell securities, nor specific investment advice. Teewinot's Form ADV Part II - which details our business practices - is available upon request, or at the "Download Documents" link above..