Advisor Selection

During the bull market run of the 1990’s, any broker could’ve made you money, buy and hold anything and you’d most likely be satisfied with the result. However, as we all know, good things must come to an end. Now, … Read MoreRead More

What is Active and Continuous Management?

By definition, active and continuous management means the advisor is overseeing accounts with regular and ongoing supervision. It also means the accounts will hold investments at any given time that the advisor feels appropriate to the investment conditions and the … Read More

Additional Details of our Investment Practice

In our investment practice at Norris Financial Group®, accounts are supervised daily. Performance is measured daily in house and reported to the clients quarterly.  We do not utilize third party managers.  Instead we use in-house research and investment strategies. We employ sophisticated … Read More

What is a Fiduciary?

The fiduciary standard in question requires that a Registered Investment Advisor conduct business in a prescribed manner and to prescribed standards. It is a form of business practice that requires complete transparency and disclosure. It also requires that the advisor … Read More

What is the Difference between a Broker and an Investment Advisor?

A Broker acts as an intermediary between an investor and a securities dealer and is compensated through commissions. By law, a broker is prohibited from giving investment advice not incidental to a product they are selling. Recent court rulings have … Read More

Norris Financial Group 401k Advantages

Norris Financial Group® offers benefits to plan sponsors and participants that can’t be found anywhere else.   INDEPENDENCE Norris Financial Group® is an independent Registered Investment Advisory firm in the state of South Carolina. As an independent advisor, NFG has complete control of the products and services … Read MoreRead More