FAQ's

Who Is Advisor Analyzer?

Advisor Analyzer LLC. is a consulting group that caters specifically to the investment community. Our goal is to ensure investors are working with ethical and competent advisors, who provide objective and suitable advice.

To learn more about our firm CLICK HERE

 

What Does Advisor Analyzer Analyzer?

When we analyze your advisor, we assess them on a multitude of financial topics and understanding of investment products. While it would be impossible to examine every area that may be pertinent to your financial situation and objectives, we focus on key elements that affect or would potentially affect your personal financial needs.

 

Why Do I need Analyzer Analyzer?

Clients are usually unaware that there are many advisors who lack the expertise needed to provide prudent investment advice. Their recommendations may stray from the objectives of their clients, and ultimately it is the client that suffers both financially and emotionally. The sad truth is many investors blindly trust their advisors only to discover their error when it's too late. To learn more about the brokerage industry, please read our latest article on what CEO's of major bulge bracket firms had to say about their advisors.

To learn more about the industry CLICK HERE

How Knowledgeable Are Your Advisors?

Our Knowledge and understanding of financial planning and investment analysis stems from our experience and endeavors to to obtain globally recognized designations and certifications awarded in the financial industry. The markets are continuously evolving and we are committed to dynamically improving ourselves and our working knowledge for the benefit of our clients. It has become our objective to facilitate our clients to stay on the path to their financial goals.

 

What Topics Should My Advisor Know?

We assess the advisor on a range of topics we feel are most applicable in providing quality advice. The advisor will be assessed on multiple topics we believe are most essential. While far from a catch all, we fee a solid understanding of the topics listed below are some of the more relevant body of knowledge for all advisors to maintain:

 

* Client Specific Knowledge

* Retirement and Tax Planning Knowledge

* Risk Management Concepts and Applications

* Investment Analysis and Product Knowledge

* Fundamental and Technical Analysis Comprehension

* Portfolio Management and Modern Portfolio Theory Knowledge

 

From the results of the assessment, clients can objectively determine whether an advisor can adequately facilitate their financial goals. With Advisor Analyzer, clients can differentiate between a financial expert and a smooth talking salesman.

 

Ask Us a Question

To contact Advisor Analyzer or ask a question, please call 646-434-5497 or email us at: contact@advisoranalyzer.com

Emails are normally answered within the same business day.