Choose your firm wisely. Here are answers to questions regarding Greenworth Investment Advisors.
Are you a fiduciary?
How will you keep me from being my own worst enemy?
A good investor has good financial behavior. Research knowledge combined with rules-based investment models promote good behavior.
How do you charge and how much?
One percent (1%) of the net asset value of the assets per year. Investment management fees are pro-rated and charged quarterly.
Do you receive any commissions or compensation from insurance, mutual fund, or private investment companies?
No. If this changes in the future clients will be notified.
Do you have a niche?
Our niche is research first, and then investing.
What services do you offer?
GWA offers private investment management for equities (stocks) and crypto currencies.
What are your credentials?
Scott Wetzel, our founder, graduated from Loyola Marymount University in Los Angeles 1985. Trained at Smith Barney (now Morgan Stanley) in the early 90’s. Successfully attained the Registered Investment Advisor designation in 2012. Registration of Greenworth Investment Advisors, LLC with FINRA and the State of California in 2012.
How long have you actively been managing client accounts?
Started taking on client accounts in July of 2020.
Do you have a client maximum?
Yes, we want to be available for client’s questions in a timely manner, which drives the total number of clients.
What is your investment philosophy?
(1) Research is our first responsibility.
(2) Reduce behavioral aspects from the process.
(3) Stick with investment strategies that have documented proof of success.
(4) Learn constantly and read aggressively.
How often will we communicate?
Normal communication of once or twice a year is sufficient for going over activity. I put out email communications more often, and post blogs to the website once or twice a month.
What is unique about your client experience?
- Research based philosophy and priority.
- Small firm, private feel, and available when questions arise.
Private Investment Management
For further information send an email to email@example.com or contact us here.