Knowing What We Believe in Gives You More Insight Into Who We Are.
Our mission is to enable you to become financially successful, and to keep it that way once you’re there. Everything we do for you is done with this in mind.
We believe in a broader definition of risk beyond just the commonly mentioned version that revolves around investment volatility. In our view, risk should be defined as any potential dangers that inhibit your ability to be financially successful. For example, retirees who invest all their money in low-yield CDs may actually face a significant risk of losing purchasing power, potentially impacting the amount of money they have to live on.
We believe there is more to the investing world than just U.S. Treasury bonds and large-cap stocks. We believe in a blend of passive and active management and in diversifying portfolios throughout multiple asset classes using individual stocks, bonds, CDs, mutual funds, exchange traded funds (ETFs) and separately managed accounts. The appropriate selections depend on your goals, needs and tolerance for market risk.
We believe in the usefulness of sound and effective investment management as a tool to help you reach financial success. But we also believe that having disciplined investment behavior, reasonable expectations and the habit of saving are just as important as sound and effective investment management.
We believe in being prompt and responsive to any issues that you bring to us. Our staff has a standing commitment to respond to inquiries within 24 hours.
We choose to use a fee-based* compensation structure, rather than a commission-based approach, because we believe it best aligns our interests with yours and helps us minimize conflicts of interest.
We believe in fully disclosing the benefits, risks and costs of every recommendation we make – and always take the time to explain the "why." We're always looking for ways to improve by asking our clients for feedback, and we take action when appropriate.
We believe in providing added value for clients with our commitment to investor education.
We believe that client feedback is instrumental in helping us improve our practice. We solicit feedback from a sample of clients in the form of written surveys on a monthly basis. If you have suggestions or changes you'd like to see, don't hesitate to give us a call or drop us a line in an email or a letter.
We believe in protecting your sensitive information. We do not disclose any information to outside organizations except when required by regulation. We do not sell personal information to anyone. Ever.
We believe you have the right to choose your advisor. This means that if you decide to do business with someone else, we won't work against your wishes. In fact, we'll do whatever we can to help make the process go smoothly. In return for this, we simply ask that you discuss your issues with us first, before seeking another advisory relationship. Give us the opportunity to resolve the situation.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
- Metis Wealth Advisory Group 4900 Meadows Road Suite 100 Lake Oswego, OR 97035-3195
- T 503.697.4271
- TF 800.697.4271
- F 503.697.9505
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Metis Wealth Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services.