We believe that a good investment plan should be customized. So any investment you make should be done so with your goals and values in mind. The reality is that many of our clients don’t have the time or experience necessary with investment management services to execute these priorities on their own. At Buffalo Financial, we understand that the client’s needs come first, so we offer our management services to our clients with full transparency.
What makes us different
At Buffalo Financial we take pride in the fact that our clients understand what they are investing in and why. Because we are an independent practice, we are not required to use specific companies’ funds in order to generate a commission. We take pride in building custom portfolios with investments that give our clients the confidence they deserve.
What to expect from a Wealth Management Practice:
When looking into your financial assets, you should look for an asset management group that can provide you with an investment plan that best fits your interests and goals. Many of the clients who work with Buffalo Financial used to handle their investments independently. Now, they are still able to make these decisions with our professionals leading the way.
We encourage not to take on your investment management alone. Get help with customized portfolios, asset allocation, individual securities, bonds and more when you let a wealth management firm guide you on your financial path.
In a fee-based account, clients pay a quarterly fee based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of asset-based fees continue to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement. Services rendered will be dependent on applicable agreements.
Understanding Our Approach.
We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
