At Værdi LLC we believe that our clients don’t have to ‘settle’ for an average retirement plan approach or provider. We strongly believe in the role of fiduciary.
- All clients deserve the best in services and costs structures.
- All clients are important and therefore deserve one-on-one, in-person access to their advisor.
- All costs should be disclosed and easy to understand; fee transparency is our standard.
- The advisor’s compensation should never be tied to the investment options chosen.
- No one investment approach is suited to all clients.
- Clients are most successful when investment decisions are simplified.
- Not all investment risks carry a reliable reward: some are worth taking and others are not.
Finally, it is important to recognize that investments are only a means to an end. Your portfolio should be structured to provide the greatest probability of attaining your financial goals.