A key component of financial management is the presence of an independent voice that considers your needs and your vision, while maintaining a holistic view of your current financial situation. Andersen is a fee-only tax and financial planner; we do not sell any investment or insurance products, nor do we earn commissions. Our investment consultants, therefore, can provide a candid assessment of the performance of your portfolio and determine whether or not it is supporting your financial strategies.

Frequently, our clients ask us to sit alongside them to assist in making effective, informed choices that reflect their unique financial and investment goals. Our independence gives us a broad perspective on the various players in the market and you can feel confident in our assessment knowing we have investment consulting experience but no financial interest in the choices we present to you, or in the decisions you make. Our clients feel confident that the advice they receive is coming from an independent source.

There are three components of our investment consulting services that can be offered together or independent of one another:

• Establishment of an investment policy statement
• Selection of managers and a custodian for one or more segments of the portfolio allocation
• Ongoing monitoring and performance reporting

In addition, we are often asked to perform special projects, such as:

• Consulting on the advantages/disadvantages of derivative products and strategies, including cost, structure and tax treatment
• Advising investment personnel about due diligence processes and procedures

Please see the link below for the latest Customer Relationship Summary form:

• Form CRS Customer Relationship Summary, June 30, 2020 

The views and strategies described may not be suitable for all investors.  All investments carry a certain degree of risk, and there is no assurance that an investment will provide positive performance over any period of time.  Past performance is not necessarily indicative of future results. Any estimates, projections, or forward-looking statements are subject to numerous assumptions and uncertainties and actual results may differ materially.  Any references to the attributes or qualities of Andersen or its employees should not be construed as being unique to Andersen or its employees. Any risk management process discussed does not imply low risk or the ability to control certain risk factors.