b_sea93

Thanks, ATH, even if your experience is completely different than a financial advisor, that gives me some idea of the detail they might be looking for.

What does the AF community think of this?:


Provides fiduciary financial advice as an RIA representative

Creates & presents financial plans, encompassing recommendations on tax strategies, asset allocation, capital needs-based retirement planning, and estate protection strategies.

Creates goal-based financial plans incorporating Monte Carlo calculations and stress testing.

Formulates and presents Investment Policy Statements with asset allocation constructed with consideration to client risk tolerance, return requirements, liquidity needs, time horizon, tax and legal status, and unique circumstances.

Prepares and presents portfolio reports, covering performance attribution and future opportunities based on observed chronic market inefficiencies.