Trust
Who can you trust? Certainly not the big Wall Street firms. If
they can't manage their own money what gives them the right to manage your
money?
Warren Financial establishes trust with our clients, trust that lasts
a lifetime. We have quite a few clients that have brought their
children, grandchildren and even great-grandchildren to Warren Financial
to become clients. That's 4-Generations of TRUST.
Service
Warren Financial provides complete, comprehensive service crossing all
the normal boundaries. We provide trust services and estate planning.
Our investments are tax sensitive and we are savvy tax planners. We meet
with our clients regularly - we suggest quarterly to ensure your assets are
achieving your objectives.
Technology
For a boutique wealth management firm, it just so happens that 2 of our long
time employees have undergraduate computer science degrees. We have a
unique capability to leverage technology for our client base, both in the areas
of asset management and trading, but also in the areas of hi-tech security.
Growth
Warren Financial spans the globe seeking the very best investments for our
clients. We have expertise in international investing, currencies,
commodities, precious metals, bonds, stocks, mutual funds, hedge funds, ETFs,
etc.
Most importantly, Warren Financial never stops striving to achieve
your asset goals. Every day we come to work and utilize our
technology to track all our client accounts to see how they compare to
the Dow, the S&P500, the Nasdaq, the Russell 2000, the S&P MidCap 400,
and the MSCI EAFE internation index. We make sure our client
assets are experiencing the best growth possible given their risk
tolerance.
Teamwork
In the end, it's really all about you and your goals. So,
forming a T-E-A-M with you is critical. As such, we NEVER sell you
any product to generate commission. We want to remain completely
unbiased so we can pick only the investments that are best for you.
Therefore, the ONLY fees we ever get are directly from our clients.
This means that we work for you. Our only goal is to achieve your
objectives. You become a team with Warren Financial as opposed to
other advisors where you are nothing but a sales target.
Security
We have ridiculous expertise in technology and security based on many
years of experience. We safeguard your assets. One key
component of this is that we utilize a custodian, typically Fidelity
Investments, to hold your assets in your name. The mistake that
Madoff clients made was to allow Madoff to not only invest their assets,
but also to HOLD their assets and report back to the client how well
they were doing. Instead, we utilize a custodian who reports back
to you directly with monthly statements and confirmation letters.
There can be no monkey business with your accounts.
