WHO IS NOT BE A GOOD FIT FOR EUSTACE ADVISORS?
In general, we will not be a good fit for you if:
- You’re not ready to put effort into your financial future. Your financial planning and investment management process will require work on your part and will be a partnership with your Advisor. The heavy lifting is in the first few months of our engagement, when we need to gather information, discuss goals and concerns, develop a plan, and open accounts. Once that preliminary work is complete, the process shifts to more of a monitor-and-adjust focus.
- You’re not comfortable using technology to manage your financial life. If this is the case, you may struggle to take advantage of the tools we offer. While we can help you with setting up accounts and data entry, we have found that our most-satisfied clients need to have basic familiarity with PC usage, videoconferencing software, secure website access, and using softcopy files.
- You want your Advisor to pick stocks or predict short-term market trends.
- You are looking for an Advisor specializing in alternate investments (hedge funds, private equity), cryptocurrency, derivatives or commodity trading. These areas are outside of our expertise.