Why the need for an independent financial advisor?
Advantages:
- Sunport does not promote or sell its own investment instruments. After a careful evaluation, each client is offered the best investment options according to his particular goals.
- Recommendations are given with a comprehensive outlook, taking in consideration the client’s objectives, restrictions, and short and long term commitments
- Because the advisor’s fees are not linked to transactions , the advisor’s main goal is to achieve his client’s investment goals and to maintain a high level of service as a way to preserve those accounts in the long run.
- By adding all of the clients under his administration, the experienced independent advisor is able to negotiate prices and yields normally only offered to large or institutional clients.
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