At East Idaho Wealth Management, we care about you. Our desire is to become your trusted advisor and friend. There are many strong voices enticing investors to put their money in a myriad of investment options. We strive to help you sift through these options and find the best strategy that is right for you and your family.
Making frequent changes due to market volatility would be unusual for us to recommend. A buy and hold strategy can be an effective approach over the long run. We offer comprehensive solutions in the following areas:
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Research shows that people who work with financial advisors do better than those who invest on their own by avoiding untimely buying and selling decisions which affect returns (DALBAR).
At East Idaho Wealth Management, striving to meet all of our clients’ needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services.
Through or alliance with LPL Financial, East Idaho Wealth Management can provide access to quality financial and insurance products, giving you the advantage of handling all your financial needs in one convenient location – your hometown East Idaho Credit Union branch.
LPL Financial is the nation’s largest independent broker /dealer*. They do not offer proprietary products, which allows us as your Wealth Advisors, truly objective advice.
With so many financial options available in today’s marketplace, it takes a knowledgeable professional to help you pursue your financial goals.
*As reported in Financial Planning magazine June 1996-2016, based on total revenues.
DALBAR’S 2014 Quantitative Analysis of Investor Behavior (QAIB) study examines real investor return from equity, fixed income and money market mutual funds from January 2014 through December 2014. The study was originally conducted by DALBAR, Inc. in 1194 and was the first to investigate how mutual fund investors’ behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly.
Our Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Dealing with the market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews helps our clients maximize return potential. In addition, this helps investors avoid making emotionally based decisions that often cost them unnecessary losses.
Just as each investor is different, we recognize our frequency in contacting you to review your investments should be based on your needs. At a minimum, we will send you an annual letter inviting you to review your goals, risk tolerance, and investment account.
We believe in building a diversified portfolio based on three important criteria:
- Risk Tolerance
- Investment Time Frame
- Financial Objective
Our Service Pledge
We Commit to Providing the Highest Level of Service by:
- Ensuring that your best interests are well represented, protected and never compromised. Providing honest, knowledgeable advice to our clients.
- Communicating with you and keeping you fully informed.
- Responding promptly to your phone calls, and e-mails.
- Representing you in the same way that we would want to be represented.
Our Core Values
“Integrity is doing the right thing, even when no one is watching” – C.S. Lewis
“An investment in knowledge pays the best interest” – Benjamin Franklin
“Respect your fellow Human Being, treat them fairly,… work together for a common goal, and help one another…” – Bill Bradley
“Alone we can do so little; Together we can do so much.” – Helen Keller
There is no guarantee that a diversified portfolio will eenhance overall returns or outperfrom a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal.
IDAHO FALLS – FREEMAN PARK BRANCH
SAINT ANTHONY BRANCH