Scout Investments

Description

We can show you how our holistic approach will improve your investment returns, reduce your risk, save you thousands of dollars a year in fees, and lower your taxes.
We've learned that most people are massively overpaying for investment management services, often through mutual funds with high hidden charges that they didn’t even realize they are paying. Clients with existing investment managers or brokers often don’t have the tools to evaluate their broker’s performance. So as a starting point, what I usually do for clients is help them understand what they are paying and how their investments have been performing compared to broader markets. Then we can talk about ways to improve your investment performance, either through lower fees, better performing investment, or more tax efficient structuring. Our (tax deductible) fees are the lowest in the industry, which means more money for our clients. Contact us to get started on an independent portfolio evaluation or schedule a personal consultation.