Actis gives you the objective financial advice that only a fee-based financial advisor can. We believe that the most important ingredient in our investment management process is our independence. We are free from outside influence and pressure from our broker/dealer to “push” any particular investment products or financial advice. We pride ourselves on our transparency and are willing to discuss our compensation and the value we deliver at any point in our fee-based financial planning process. We are equally proud of LPL Financial’s similar commitment to transparency and objectivity in the services they provide to us.
Objective Financial Advice
LPL Financial does not create its own investment products or engage in investment banking. Additionally, their research team is compensated based on the performance of their recommendations and the returns of the model portfolios. This makes it so they are not interested in pushing a product, but instead aligns the interests of the research team with our interest – to identify those world-class investment products and strategies best suited to help you work towards your financial goals.
Learn how our unique Risk-Managed investment process can be a potential benefit to your overall financial well-being.
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