Our expert team is focused on helping you meet your goals through financial communication and education. Since we don’t work for commission, we can offer you the best of our wisdom and experience and help you with portfolio design and asset management in simple, straightforward ways.
Most investment professionals work as sellers, representing specific investment firms or products. Things are different at Family Investment Center. Our fee-only platform means you get expertise and experience above sales ability.
From portfolio construction, implementation and evaluation, we’re fully committed to your financial success. You can call us any time to talk and share ideas. We consider you as part of our investment family rather than as just a client.
Investing your financial resources with Family Investment Center doesn’t feel far away or out-of-touch. We’re there for you as your goals and dreams unfold, making the tough financial decisions together as a team.
“A good adviser will create additional performance, not by being smarter or by ‘figuring out’ the market but by suggesting newer products, lower fees, or ideas beyond your personal experience. The adviser may broaden your portfolio in ways you've never even considered. Over reasonable time horizons, added expertise adds performance.”
- Dan Danford, Founder and CEO of Family Investment Center
(Medical Economics Magazine 2009)