Investors need to know what they are paying, both to advisors and to the funds that an advisor may select for clients.
This is an industry clouded with gray areas and opacity. Fees are a critical input to your expected outcomes, and we make ours transparent and fair to both your family and our firm.
To serve dynamic needs of clients, our firm offers both a traditional asset-based fee schedule, as well as the ability to serve you for a flat fee each year.
No slides. No sales spiels. Together, we want to discover if Peltoma is potentially a good fit for you, and if you're potentially a good fit for us.
It's our intention that if we're not a good fit for you, or if you want recommendations of other advisors, that we can provide informed referrals from getting to know you a bit.
We've found that asking just these simple questions are a great roadmap to our first conversation:
We have extensive experience in designing strategies focused on addressing social issues, like climate change. There are multiple philosophies around the best way to accomplish this, and we proactively share these various ideas with clients to determine if there are belief systems you hold that we can express through your investment choices.
Our Chief Investment Officer has similarly designed portfolio strategies focused on overweighting companies and countries that are friendly to the LGBTQ+ community, and reducing/eliminating exposure to those that are not.
There is no perfect answer, and it's important to discuss with us what social preferences you may want to express in your investments, if any at all. Our job is to deliver reliable investment outcomes while honoring your preferences.
Peltoma will not design portfolios that are anti-LGBTQ+, anti-woman, racist, or xenophobic.
In accomplishing these goals on behalf of clients, Peltoma has engaged directly with companies like DFA, Avantis, Engine #1, and Freedom Funds. Our extensive network within the industry has supported our ability to design around client's unique social and sustainability preferences.
We would be excited to discuss this opportunity with your family.
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