It’s the quintessential picture of American financial success – and the default for many investors choosing an independent investment advisor. Why? I have an MBA from Columbia University. I managed a hedge fund for years. I can’t stand to see one more hard-working American fall victim to this predatory system. In most cases, investment advisors are actually commissioned sales people, selling finan
cial “products” or “investments” that might not be best for you. They need only to be “suitable” for you. In most cases, hard-working American families like yours are getting a standardized, convoluted approach to investing that is many steps removed from the true source of return. So much so that even the most intelligent, well-educated people really don’t understand their own investment approach. They don’t have clear insight into why they own particular investments or how their financial advisors are compensated – and they end up investing pretty much the same way as everyone else. Unfortunately, all these hidden layers of the investing process cost you loads of money in fees – all of which jeopardize your retirement. Sound familiar? Of course it does. But investing for retirement does not have to be so complicated. I have the typical Wall Street pedigree – MBA from Columbia University, decades of experience on Wall Street, a history of managing money for families with multi-million dollar net-worths, etc. And I’m here to tell you that saving your retirement does NOT have to be complicated. The process of saving enough for retirement
is actually quite simple. Notice that I did not say “easy.”
But with a few simple principles that I learned by serving wealthy families, I’m making financial security and freedom also available to average investors. In fact, that’s why I founded ValueAligned® Partners. How are we different? We …
- remove the middle man
- clearly communicate the ONE AND ONLY form of compensation we receive
- invest ONLY in really, really good companies that truly create wealth for you
I’m so glad you’re here to learn about our simple, straight-forward approach to financial planning and wealth management. Please spend some time on our site, and then schedule a free, 15-minute financial check-up at the Calendy link in profile. I’m very passionate about this stuff and, I love to teach hard-working people how they can get more from their investments. Sincerely,
David “Berk” Berkowitz, ValueAligned® Partners founder
*ValueAligned Partners and its affiliates are not responsible for and do not encourage third parties to post anything on our behalf. Additionally, sharing of other’s articles should not be considered an endorsement. Please do not leave recommendations (by order of the US Government).
