In the world of financial advice, there’s an important element that everyone should understand: What a “fiduciary” is and why you should only invest with a firm that is a fiduciary.
So, what does this mean? A fiduciary is someone that legally has to bring your own interest before their own. Iron Gate Global is a fiduciary firm.
What else does it mean? It means telling our clients what they NEED to hear not what they WANT to hear.
In today’s podcast, we tell the truth. We tell people what they need to hear not necessarily what they want to hear. Our focus is investing for the next 5 – 10 years and what asset classes are poised to help our clients accomplish their financial goals.
If you’re a professor teaching modern portfolio theory (or if you think bonds are conservative) you will absolutely want to listen to today’s podcast.
Here’s to wise investing,
Brian and Brett
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.