It is a long-term relationship with an attentive advisor who takes the time to identify your needs and use his or her expertise to evaluate the overall tax and strategic impact of any investment.

It is managing the investment risk to preserve your assets. Rather than just depend on the fortunes of one money manager or stockbroker, we help clients manage the risk of investing by developing globally diversified portfolios using multiple managers and mutual funds that are among the leaders in their specialty.

All cash and securities in client portfolios are held in custody by third-party custodians, typically either Schwab Institutional, a division of Charles Schwab & Co., Inc., or SEI Private Trust Company, one of the country's leading suppliers of trust company technology and services. The main role of the custodian is to ensure that no money or securities ever leave a client's account without the express permission of the client.

To give Founders Financial Network the authority to manage a client's portfolio, our clients sign a Limited Power of Attorney (LPOA) that allows us and/or our designated money manager(s) to buy and sell securities in their account according to specific guidelines that are mutually established and are documented in a written Investment Policy Statement.   

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