Far too often we settle for mediocrity in our lives.
- They don’t trust the banks
- They don’t trust wall street
- They don’t believe their financial advisor understand s their goals
- They would be willing to make a change if they could find someone that would better align with their objectives.
In all my years in this industry, I have never met a financial advisor (and I have met and spoken to thousands) who would be willing to admit that they were delivering substandard returns, mediocre contact, and service, and charging excessive fees and commissions, many of which are hidden from their clients. The reality is unless you are an expert in the world of finance, you may be totally unaware until someone points it out to you. I have reviewed thousands of investment portfolios over the years and found far too frequently that while the advisor was a nice person, the contact, service, performance, and value were missing the mark.
– Fred Hensler, Founder & CEO
At Sapphire Blue Investment Partners, we would like to challenge you to allow us to do an in-depth review of your current investment holdings including risk, returns, fees and commissions (both internal and external), tax efficiencies and investment performance. If everything looks great, we will report back to you those findings and congratulate you on a job well done.
If our review finds that your portfolio is lacking in any of the critical areas including performance, risk management, competitive costs, or that it lacks the sophistication that you deserve, we’re going to alert you to the issues and also provide you with a solution to fix the problem. It is up to you to choose to continue down the path you are on or, decide to join our family of satisfied clients. This offer is confidential and best of all it is offered at no charge.