E Is Your Financial Advisor Trustworthy?

As in any industry, trust is built by being trust “worthy.” This is accomplished simply with the right combination of character, competence and consistency; and all three are required when selecting an advisor. Bernie Madoff may have had technical competence but he was certainly devoid of character. Doing your homework and asking the right questions will ensure a good night's sleep.

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FACTS® Managed Accounts were independently audited from Feb.1, 2013-Jan.31, 2016. Prepared by FACTS Asset Management LLC


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