Advisor Selection20120422021930

Advisor Selection

AJ NorrisApril 22, 2012
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, in more volatile and uncertain markets, who is watching over your...
What is Active and Continuous Management?20120422020337

What is Active and Continuous Management?

AJ NorrisApril 22, 2012
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 needs of the c...
Additional Details of our Investment Practice20120422020236

Additional Details of our Investment Practice

AJ NorrisApril 22, 2012
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 soph...
What is a Fiduciary?20120422015342

What is a Fiduciary?

AJ NorrisApril 22, 2012
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 avoid conf...