Putting Clients First
At Bautis Financial we approach every client relationship as a fiduciary – someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. We provide unbiased advice always in your best interest with no proprietary products to sell. So what does this mean to you, our clients, on a day-to-day basis?
Our Obligations as a Fiduciary
· Put interests of the client first.
· To act in utmost good faith.
· To provide full and fair disclosure.
· Not to mislead clients.
· To disclose all conflicts of interest in a full and fair manner.
A Comprehensive Advisor
Investing is only one aspect of what we do. Our expertise is in proper asset allocation, financial planning, and wealth management. We do not have any limitations on phone calls or meetings, and, as our client, you should never feel like any question is too small for us to help you with.
Some firms are good planners, but light on investments. Other firms specialize in investments, but prefer to manage your money without the hassle of important financial planning details. Bautis Financial believes you cannot do one without the other, and has built unique expertise over time in both areas. We feel strongly that building a solid investment plan starts with understanding your goals, cash flows, life events, etc. to then have a conversation with you about risk tolerance and your path toward your goals. Your portfolio is customized to align with your goals, and then we serve as your financial team quarterback over time, dealing with all that may arise as we work with you for many years. Our team believes in high-touch personal service, working with you and all of your advisors to keep you on the track to your goals.
Services and Investments That Can Grow With You
Every family is different. They have different objectives, balance sheets, tax situations, entity structures, and other needs. Optimizing investment results for each unique family requires building and managing customized solutions. Our investors are not herded into one-size-fits-all commingled funds, which dilute their flexibility and present hidden costs.
We offer access to alternative investments and sophisticated financial planning services. At the same time, our innovations and investments benefit everyone we serve. We give our clients access to consolidated online performance reporting. Our clients benefit from our wide range of estate, tax, insurance, and retirement planning. The bottom line is that we know the meaning of comprehensive wealth management and what that really involves — these are the services we provide to our clients every day.