Our advisors take their fiduciary duty very seriously - you can be sure that the advice you
receive is based on diligent research and consideration of your individual circumstance. All
advisors at Boelman Shaw & Company are Certified Public Accountants (CPAs) and have earned the Accredited Investment Fiduciary (AIF(R)) designation, having completed specialized training on investment fiduciary standards of care. As fee-based independent advisors, we have no proprietary products or conflicts of interest to color our judgement or advice.
The Investment Policy Statement - Your Investment RoadMap
Ultimately, investment success depends on a few key factors. First, you need a diversified, risk-appropriate portfolio strategy using cost-effective securities. Next, you need to execute the strategy. And finally, you need a way to keep your portfolio on the right track. The Boelman Shaw Investment RoadMap puts your personalized investment strategy in writing, giving you a concrete reference to keep you focused on your long-term goals.
Very Low Internal Expenses
We believe, and the bulk of academic studies confirm, that long-term portfolio growth is
enhanced through low-cost investment solutions. Containing the internal expenses of the
portfolio gives you a head start when chasing the appropriate benchmark. Think about it this way - if your portfolios expenses are 1% less than another, that money stays in your account, compounding year after year.
Flexible Solutions for All Your Needs
Today's financial markets have evolved to include many different types of investments.
Keeping track of a variety of accounts can be time-consuming and confusing. We utilize
industry-leading technology to allow you to consolidate your holdings in one place, making it much easier to track your progress toward your goals.
Diversified Model Portfolios for All Risk Categories