THE PLAYBOOK
OUR PRINCIPLES
Operating our firm based on the principles of a CFP Professional, we have to adhere by the duty to act as fiduciary, and therefore act in the best interests of our clients. The CFP Board requires all professionals to meet their high standards of ethics which includes integrity, diligence, competence and honesty.
A CFP® Professional must:
1. Act with honesty, integrity, competence, and diligence.
2. Act in the client’s best interests.
3. Exercise due care.
4. Avoid or disclose and manage conflicts of interest.
5. Maintain the confidentiality and protect the privacy of
client information.
6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.
Investment Selection Process
At Econ Wealth Management we believe in our Investment Management and focus on this to lead our clients forward in working to meet long term goals as defined by their personal plan. We utilize the practice of active management in our accounts through our Investment Selection Process.
Portfolio Guide
Our niche is working actively to research and select investments on your behalf. In a world of cost reduction within our choices of investments from which to select, we work diligently to identify investments that, in our opinion, are appropriate to the goals of your plan. We also believe that using investments with low annual expense ratios (individual stocks and the exchange traded funds (ETFs)) is of utmost importance. In working to achieve the most beneficial blend of investments for your porolio, specifically based on your plan, we have updated our investment selection process. Our team has designed portfolios that will consist exclusively of ETFs with low annual expense ratios and/or individual stocks with no annual expense ratio. Following is our 2021 menu of offerings that we utilize to tailor to fit the needs of our clients based on risk tolerance, financial goals, and income needs.