A Recipe for Ideal Investment Advice

In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset classes) in strategic proportions, then we season to taste (such as increasing smart risk to boost returns) based on their personal situation and risk tolerance.

For ideal investment advice, first assemble your main ingredients.

  • A Fiduciary advisor

This will ensure that the investment advice you receive is truly in your best interests at all times. By working with a fee-only Fiduciary advisor, you can rest assured that your advice comes free of additives like hidden fees, markups, and recommendations based on which investments make your broker a commission.

  • A purely independent firm

To create a truly healthy portfolio, you need to work with the best available ingredients.  An independent advisor can provide what a product-based broker cannot even access: the best possible investment opportunities from all over the globe. It’s why Lexion Capital’s independence is so important to our client-centric approach.

Next, blend in key values.

  • Client-centric focus
  • Global capabilities

Last, sprinkle in the following:

Now you see what composes the basic dough for ideal investment advice. Does your financial advisor fulfill this recipe?