Our Mission
Aligning Your Needs with Our Expertise
Favrile Financial strives to provide the best unbiased, customized and financial advice we can for our clients. We begin with one-on-one meetings to understand you and your full financial picture and what is important to you short term and long term. We then create a personalized plan consulting with you step by step. A financial plan will organize all relevant information, then create a plan for we want the future to look like and move towards those objectives by creating a "to-do" list of action items. We help you follow though on those task and make adjustments on an ongoing basis.
Your Favrile Financial advisor will be a CERTIFIED FINANCIAL PLANNER with a fiduciary duty to act in the clients best interest. Beyond that we have taken extra steps to insure that the clients needs must always come first. This principle is reflected in our flat fee-only policy. Unlike the vast majority of financial advisors who are paid by commission, or paid a percentage fee that varies with your investments, Favrile Financial's flat fee system encourages unbiased advice and a healthier partnership with us.
Our investment strategy involves our core "Equity Foundation" model which bridges discipline with diversified investments in both the US and international markets, a practice backed by Modern Portfolio Theory. We also implement a "Look Often, Trade Seldom" (LOTS) rebalancing method where we monitor our client's accounts every ten trading days and trade only when certain triggers that indicate a market shift may have occurred. By following LOTS we avoid "sell-high buy-low" mentality of chasing hot stocks, or dumping cold ones. We use low-cost mutual funds and exchange-traded funds to craft out client portfolios to keep outside costs as low as possible while still participating in the market.
Your Favrile Financial advisor will be a CERTIFIED FINANCIAL PLANNER with a fiduciary duty to act in the clients best interest. Beyond that we have taken extra steps to insure that the clients needs must always come first. This principle is reflected in our flat fee-only policy. Unlike the vast majority of financial advisors who are paid by commission, or paid a percentage fee that varies with your investments, Favrile Financial's flat fee system encourages unbiased advice and a healthier partnership with us.
Our investment strategy involves our core "Equity Foundation" model which bridges discipline with diversified investments in both the US and international markets, a practice backed by Modern Portfolio Theory. We also implement a "Look Often, Trade Seldom" (LOTS) rebalancing method where we monitor our client's accounts every ten trading days and trade only when certain triggers that indicate a market shift may have occurred. By following LOTS we avoid "sell-high buy-low" mentality of chasing hot stocks, or dumping cold ones. We use low-cost mutual funds and exchange-traded funds to craft out client portfolios to keep outside costs as low as possible while still participating in the market.