facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

Our Philosophy and What it Means to Work with Women

Should your investments be managed any differently just because you are a woman? Absolutely not. Any suggestion of such an idea would be insulting. What determines an investment strategy are things such as time horizon, risk tolerance, comfort with volatility, and an end goal - not gender. If a man and woman have the exact same financial goals, they should have the same investment strategy. 

Let’s face it: men and women are different. Yes, we live in a time and a place where feminism is at the forefront of almost everything we see and do. From the workplace to politics and Hollywood - feminism is screaming to be heard. But this isn’t about that. Of course, we believe that women and men should have equal rights and opportunities. Keep in mind, we work in a male-dominated industry and overcome gender stereotypes every single day. On that front, we are simply aiming to level the playing field by offering a service that is, in fact, less available. And that is Female Financial Advising. There are a lot fewer female financial advisors out there than there are males despite the fact that there’s an almost equal number of male and female investors in our country. 

So let’s make one thing clear: this is not about giving special treatment to a woman’s investments. However, through our experience, we recognize that women want to work with other women. We have things in common. We get what you mean. We won’t judge that your Macy’s bill is higher than your car payment. (But we can help with that if you want). The most important thing to us is to be an available resource to women who would prefer, for whatever reason, to get financial and investment advice from another woman. It’s that simple. 

Check the background of this firm/advisor on FINRA’s BrokerCheck.