|
At BondStreet, we have the ideal solution for real people who
want their investments handled by a top Wealth Manager, without
the limitations and expenses of the typical brokers, in a
friendly environment where everyone is treated well, regardless
of portfolio size. We feel that even though this isn’t common
now, someday it will be.
Experience
The Future of Investing:
-
We are a
truly independent Investment Advisor. With no Wall
Street corporate parent to influence us, we are free to use
the best investments in the world to fit your needs. We keep
your internal fees low by using Index Funds, ETFs and select
Managed Mutual Funds.
-
Our Wealth Manager, Brian Evans, is a CPA and
a Personal Financial Specialist, the
highest accreditation in the business. Brian is nationally
published on his advanced asset allocation strategy in
Larstan’s The Black Book on Personal Finance.
-
As an Investment Advisor (not a broker-dealer) we have a
fiduciary duty to act in your best interest; we do not
act with a bias, pushing proprietary funds. We only work
for you! We accept no commissions or hidden fees;
to earn a raise we must make your portfolio grow.
-
Due to our excellent performance, we are ranked #15
by Financial Advisor Magazine of leading small Registered
Investment Advisor firms in the United States. Thanks to
client referrals and portfolio increases we now have $160
million under management!
-
Along with Private Investment Services, we offer a
variety of Retirement Plans as well as Financial Planning,
Tax Planning, Trust and Estate Planning and Insurance
Advice. There are few things that we can’t assist with.
-
Your Investment Advisor Representative
will be with you every step of the way, from helping you
choose the appropriate Investment Portfolio, to providing
the exceptional ongoing support that is the trademark
of BondStreet Wealth Management.
Click the buttons to learn more
|
