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Your Interests Always Come First

There is a lot of discussion these days about the fiduciary standard, so I wanted to take a layman’s look at what all the fuss is about. 

Like your physician or attorney, we at Gainplan are legally obligated to work in your best interest. Our advisor team generates financial analyses and insights to best meet your unique goals, life situations, and risk tolerances. We utilize a multitude of certified opinions to strengthens our firm and develop our intellectual capital.

But what does that mean for you?

Access to truly independent financial advice is invaluable; it is also a significant benefit for every Gainplan client.

Every Gainplan advisor has access to some of the best financial solutions the world has to offer, including:
•    Institutional quality platforms
•    Independent research
•    Trading access and technology
•    A holistic financial planning viewpoint
•    No quid-pro-quos, no sales quotas
•    And more…

Let me ask you a question, why do firms that offer both investment products and financial advice tend to fall short on service?

Our answer is: When firms are selling products that benefit their firm’s bottom line, these products receive a higher priority than recommending the right solution for their client.

Gainplan’s goal is to deliver an unobstructed view, where service – not sales – plays the central role.

Our Gainplanners are not obligated to sell any in-house products, because we are built on an independent model with no products of our own. At Gainplan, our primary purpose and legal responsibility is to advise our clients and provide guidance on their investments as well as all aspects of their financial life.

 

This commentary on this website reflects the personal opinions, viewpoints and analyses of the Gainplan LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Gainplan LLC or performance returns of any Gainplan LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Gainplan LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

 

Categories: Gainplan Facts, Industry Ideas, The Market