THE "ODYSSEY ADVISORS DIFFERENCE"
Your critical need is for professionals who understand change and are prepared to work with you to meet your current and future challenges.
OUR ADDED DIMENSION:
- Big firm experience without the large overhead expense
- Equal platform of services as compared to 'large' firms
- We have seen the strengths and weaknesses of the'large' firms and offer a better alternative
- Flexibility to tailor portfolios around specific client needs (not off the shelf, one size fits all, tired solutions)
- An strong affiliation with a highly respected accounting and consulting firm
A CLIENT CAN EXPECT THE FOLLOWING FROM A RELATIONSHIP WITH ODYSSEY ADVISORS:
- We will thoroughly analyze your current financial situation and your objectives for the future and prepare an Investment Policy Statement
- We prepare a tailored investment portfolio and an implementation plan
- We will keep you fully informed on the progress of your investments through ongoing communication including:
1) Periodic meetings to review the portfolio, performance and any changes in your circumstances
2) Monthly statements and online access to view accounts
3) Continual, meaningful communications via phone, mail, and e-mail as required
- We offer relevant and prudent advice on financial matters beyond your portfolio as needed (i.e. tax planning, retirement planning, education planning, estate planning, etc.)
A hassle free transition. We prepare all of the necessary paperwork and communicate with your current provider to make the necessary transfers.
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