The Fiduciary Relationship
It’s all about trust. It is more than the “ordinary care of the marketplace,” it is the special arrangement that breeds confidence. It comes from knowing that the professional you hire is working for your best interest. We see this between doctors and patients, between lawyers and clients, and it is the same standard care to which Registered Investment Advisors at Iconic Wealth Management are held. We are here to put your needs first.
While people may have similar goals, the path to achieving them may vary dramatically from person to person. At Iconic Wealth, we pay as much attention to your investment comfort as we do to your investment returns, to help you achieve your financial dreams.
Committment
At Iconic Wealth Management, we have made "Excellence without Exception" our full time commitment. Our goal is to exceed our clients expectations at all times.
Experience and Skill
When choosing our Wealth Management services, you benefit from obtaining comprehensive advice from highly qualified professionals - individuals with past experience in addressing your particular financial needs.
Independence and Objectivity
As an independent Wealth Management firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.
We Pledge to Listen
Without the ability to listen, all of our other talents are wasted
We Pledge to Protect
While no one can guarantee against losses, we will make every reasonable effort to ensure that our clients are protected against unreasonable portfolio risks.
We Pledge to Communicate
Our goal is to help you acheive your financial independence. To accomplish this, we pledge to serve with honesty, integrity and open communication.
We Pledge Our Very Best
We will act in the very best interest of our client with every planning and investment decision we make. We will execute to the best of our ability every day. We owe this duty to our clients and to ourselves.
How We Add Value
Investments that Fit
We objectively calculate your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. We use this Assessment to create a custom fit portfolio unique to your individual risk preferences.
Long-Term Value
Since we are so exacting in our assessment of your risk tolerance, we can create portfolios that more closely match your individual objectives. This means fewer surprises and better results over the long term.
Wealth Preservation
Beyond simply selecting investments, we use Risk Mapping to ensure our clients can reach their financial goals. Then we Stress-Test those portfolios to see how they respond under adverse market situations to ensure our clients investments can succeed over the long term
Communication
We believe that informed investors make the best clients. Helping our clients stay informed requires frequent communication. We keep our clients current through our weekly newsletter, our semi-annual market reports, as well as topical whitepapers and educational videos available for download.