Wall Street Knowledge ~ Main Street Values
Our mission is to provide unbiased, prudent, and strategic advice to assist our clients in achieving their financial objectives. We are focused on a singular purpose: to serve our clients with exceptional investment management. We do this through our unwavering commitment to the stewardship of our client's wealth.
Each of our clients has a unique set of life experiences and aspirations for the future. Our endeavor is to assist YOU in achieving your individual financial goals through innovative investment strategies. Our investment approach at Prosper Wealth Advisors is a formula that utilizes our process and our discipline.
Our Process
Our process is the backbone to how we at Prosper Wealth Advisors approach investment solutions for our clients. It is based on three fundamental questions that help us decide if an investment should even be a consideration.
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Our Discipline
The Discipline we impose is one that was designed to try to help minimize the negative effects of a deep or protracted downturn in the various markets that we utilize to manage our client's investment holdings.
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Why Steward Partners Global Advisory?
AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP
Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum-level client service with an unwavering commitment to excellence.
FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM
Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. The company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
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