Asset class strategies that out-perform Vanguard and S&P........
Investment Strategy Advisors Inc. is an SEC Registered Investment Advisor located in Summit, New Jersey. In an ever changing global financial environment we work diligently to address the factors that directly affect the financial well being of all of our clients. Our commitment to a boutique, personalized approach provides a strong foundation for client satisfaction and financial success.
Investment Strategy Advisors Inc. offers a wide array of investment options and is one of a select few advisors for whom Dimensional Fund Advisors waives their institutional account minimums. Dimensional, which runs approximately $100 billion for institutional clients, has an excellent track record beginning in 1984 and specializes in global asset class strategies. For a quick overview of Dimensional click here. For more information on Dimensional please visit www.dfaus.com .
_____________________
Our Firm provides comprehensive fee-based wealth management services to clients with whom we have a personal, fiduciary relationship. Legally, a fiduciary relationship requires far more than the “suitability” standard to which most of Wall Street is held. We utilize a team approach to develop a client's investment portfolio and retirement plan by working with your accountant and estate planning attorney. Recommendations are based solely on your specific needs, circumstances and goals. ISA Inc. is registered with, and complies with all regulations of the U.S. Securities and Exchange Commission. Michael Tcheyan is a Certified Financial Planner®, a Certified Public Accountant and an active member of the New Jersey Financial Planning Association. He is also an adjunct professor for Retirement Planning at Fairleigh Dickenson University.
Our Mission is to partner with clients to enable them to achieve their financial goals through objective planning and management of investment assets and by providing access to brilliant investors and investment strategies. Our goal is to help manage and preserve your wealth, so you can relax and not worry about having enough money to meet your financial obligations and goals. Our success together is not measured solely by performance statistics but rather by our success in achieving your goals.
Our Clients share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow. Our clients control their strategic plan; however, they usually have no desire to manage their financial affairs on a daily basis. They are highly motivated to work with a professional CFP® advisor, not a sales representative.
Our Approach begins with the development of a full financial and investment plan based on all the information you are willing to share with us. Upon the conclusion of the planning work you will have access to all of our recommendations at no charge and with no obligation whatsoever to continue working together. In this way you can feel free to determine for yourself whether we are a good match and whether it serves your purposes to become a client or not.
Our Fiduciary Oath is that Michael Tcheyan and ISA Inc. will exercise their best efforts to act in good faith and in the best interests of our clients. We will provide written disclosure to our clients prior to engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence. We do not receive a referral fee or other compensation from another party based on the referral of our client or our client's business. Also, with one singular exception, we do not receive any compensation or other remuneration that is contingent on any of our client's purchase or sale of a financial product. a
Securities offered through Purshe Kaplan Sterling Investments Member FINRA/SIPC
http://finra.org
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
SSSSSSSSSSSSSSSSSSssssssss
|
