Broker Check

Always Looking Out For Clients

| April 10, 2018
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It has always been essential to me as a financial advisor to put my clients' best interests first.  That is why I started Servo Wealth Management.  I could make more money if I stayed at a bank or a brokerage firm selling annuities or beat-the-market strategies.  But I wouldn't have been able to sleep at night because I would always know that I was putting my paycheck ahead of my clients' outcomes.

Part of doing the right thing for clients is employing an investment philosophy that works and that our clients can understand and stick with.  But a philosophy doesn't matter without successful implementation, which is where Dimensional Fund Advisors (DFA) comes in.  They translate the academic research that underpins our philosophy into strategies we can use to manage portfolios.  Dimensional's results speak for themselves, but it's their client-first philosophy, like ours, that truly sets them apart.

Check out the video below to learn more about how they think about investing and helping clients achieve a better experience:

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