The Fierce Difference
Boutique Approach
At Fierce, we believe your investment portfolio should be just as unique as you are. Everyone has different values, desires, and financial goals, which is why Fierce offers more than just average,“one-size-fits-all” investment portfolios.
We intentionally focus on a limited number of clients in order to maintain exceptional service. Our boutique positioning enables us to deliver tailored, exclusive, and client-centric wealth management strategies.
We focus on the details often overlooked by larger firms…
Mass-Market
Larger investment firms handle thousands of clients, necessitating the use of automation to save time. These mass-market institutions turn clients into mere account numbers by placing their assets into pre-programmed, mutual fund portfolios.
Institutional wealth advisory firms sell mostly proprietary mutual fund products and life insurance, generating commissions which create conflicts of interest between advisors and clients.
Unfortunately, this commission-based ‘cookie-cutter’ and ‘one-size-fits-all’ approach has become standard practice across the wealth management industry.
Fierce
Instead of selling mutual funds or insurance, we provide a completely customized investment experience. Transparent and fee-only wealth management based upon the client’s financial objectives, experience, and risk preference.
We spend ample time understanding each client’s individual needs and specific financial aspirations before providing any recommendations.
To this end, we offer both active investment strategies for those aiming to capture opportunities in the market and generate income, as well as passive investment strategies for those seeking long-term capital appreciation.
Fierce Fiduciaries
We have an obligation to maintain fiduciary status which means the best interest of the client always comes first. Additionally, Fierce advisors have earned the coveted designations of Certified Financial Planner™ and Chartered Financial Analyst® which hold members to a strict standard of ethics and morality when offering investment advice to individual clients.
Fierce is an independent Registered Investment Advisor (RIA) utilizing Charles Schwab as the institutional custodian to safe-keep client assets. Fierce Financial Group LLC and Charles Schwab are not affiliated entities.
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“When you prioritize the well-being of others above your own, you cultivate a different kind of strength that carries you through life and beyond.”
