Copelin Financial Advisors

Description

The Client-Advisor Relationship The client-financial advisor relationship is a partnership requiring a high level of trust and candor and it may last many years. Therefore, a primary issue when considering a new client relationship is whether the perspective client and Copelin Financial Advisors are a good “match. ” The question is asked, “do we agree philosophically and are our expectations similar? ” -Client-Centered Copelin Financial Advisors is a client-centered firm thus the client's interest is primary and the emphasis is placed on the client's goals and objectives. Mr. Copelin serves as an advisor/counselor who helps clients find solutions to their financial needs and when a strategy or investment is recommended the question is always, “is this the best course of action for the client? ” -Communication with Clients Mr. Copelin believes when financial advisors shoot over a client's head with financial jargon and MBAspeak, so that the client has difficulty understanding a strategy or an investment, it's not a reflection on the client's intelligence but on the advisor's aim. At Copelin Financial Advisors, clear communication starts at the beginning of the relationship when the strategies and recommendations of the Financial Plan are explained. Copelin Financial Advisor's attitude is, “if you don't understand this, we'll explain it until you do, or we'll delay action. ” Communication also includes updating clients regarding specific investments or news, and periodic conferences to review a client's financial situation, investments, and any changes that have occurred that impact the client's financial life. Monitoring a Financial Plan is a critical step in the process and no financial strategies or investments should be left on auto-pilot. -Managing Risk In investing, managing downside risk is as important as achieving acceptable returns. Protecting the downside is accomplished by careful and appropriate allocation and diversity and by using professional and institutional portfolio managers. For this reason Copelin Financial Advisors doesn't trade individual equities, options, futures, or speculative venture capital programs.

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