Attorneys, Accountants, Real Estate Agents, Mortgage Brokers, and Other Fiduciaries
You are the trusted advisor
As a trusted advisor, you have both the responsibility and opportunity to make a difference in the lives of your clients. In some cases your duties will span generations. At Ross Asset Advisors, we believe that our strategies are differentiated from other investment advisors in two important ways:
- Our index investment strategies have been proven to deliver superior returns with less risk than active strategies. This explains why fiduciaries for large institutional investors have migrated 40% of their assets to index strategies. Learn more about active vs index investing.
- As fee-only advisors, we are 100% committed to ensuring that our clients interests are aligned with ours. We earn no commissions from 3rd parties. Learn more about our fees.
- We have extensive experience working with real estate professionals. Learn more about how we support real estage agents and mortgage brokers.
We complement your services
We do not consider ourselves experts in your areas of responsibility. We hope to partner with you to ensure that your clients’ needs are met. As we say in our Frequently Asked Questions:
Q: Do you offer estate or tax planning, real estate advice, or insurance advice in addition to financial planning?
A: We do incorporate these subjects into our financial planning process, however we do not consider ourselves expert in these diverse areas. Our clients fall along a wealth spectrum, and those whose assets are more substantial are best served by hiring experts in each field, including especially attorneys for estate planning, and accountants for tax planning. RAA is not affiliated with any particular professionals in these other areas. In some cases, working effectively with a client requires conversations with these other professionals, and we are happy to do so.
Learn more about how our services complement real estate agents and mortgage brokers
Why RAA makes sense for wealthy clients
For wealthy clients that have substantial fixed-income investments, such as municipal or other bonds, RAA is an especially compelling contrast to other investment advisors. We discount our fees for accounts above $1 million, and we can generally arrive at an appropriate compensation level after a discussion on account complexity. We are fixed-income experts, so we are used to dealing with very large bond ladders.
Whether you are interested in index investing for yourself or for your clients, we invite you to enjoy the website and to contact us to open a dialogue.
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