Frequently Asked Questions

Open communication is necessary in keeping you focused on your investment plan and adjusting your plan over time. Regular communication via phone calls, emails, and in-person meetings will keep you updated with relevant financial advice and help answer any questions you may have. Here are a few common questions we’ve heard:

At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.

Yes, in our initial communications, we discuss your specific financial situation. After gaining a clear understanding of your financial goals, we will present recommendations, develop a plan, and work with you to implement your plan.

You can expect a personal relationship where your goals and needs are at the core of our strategies to help you. You receive ongoing personal attention with as much participation as you want. You can expect financial advice with a customized, diversified portfolio built to help you reach your financial objectives.

Yes, via the custodian’s website, you have 24/7 access to your investment portfolio and a comprehensive view of current holdings as well as archives of historic account statements, tax documents, and trade confirmations.

As a Registered Investment Adviser, we charge reasonable advisory fees for our services. These fees are fully disclosed and vary with the services we provide. Also, as Registered Representatives of Cetera Advisor Networks LLC, we can work on a commissionable basis.

Assets are held at an outside custodial firm; either TD Ameritrade or Pershing, LLC. Each is covered under the rules of the Securities Investors Protection Corporation (SIPC).

              

There is certainly nothing wrong with handling your own finances. A lot of good information can be found in newspapers, magazines, television, and the Internet. However, there is a clear distinction between information and knowledge. We have seen the mistakes individual investors sometimes make; typically acting on emotions. We have seen bull and bear markets, exuberance and panic, joy and pain; we face these situations with a sense of calm, balance, and non-emotional bias.

Yes, as a Registered Investment Adviser, we place your best interests first and provide advice based upon what is best for you. We take pride in offering unbiased, objective, and independent advice to benefit you.