Frequently Asked Questions

The art and science of asking questions is the source of all knowledge.
— Thomas Berger

WHY SHOULD YOU CHOOSE MULTIVEST?

First and foremost we are Fiduciaries. That means we must adhere to a higher standard than other advisors who adhere to the suitability standard. A fiduciary must act in the best interest of client at all times, this is not just a saying, but a way of life. This is also a regulation which is strictly enforced by the Financial Sector Conduct Authority.

Secondly, it is our belief that Personal finance is about more than money, it is about quality of life. At Multivest we are not simply a “broker” or “financial adviser” although we are those things, we strive to be more. We truly empathize with our clients by understanding their family dynamics, work, and social lives. This allows us to create personalized plans for each individual and family we work with, then armed with that understanding we can guide you to the best possible outcomes.

WHAT TYPE OF INVESTMENT STRATEGY DOES MULTIVEST WEALTH ADVISORS OFFER?

Multivest Wealth Advisors employ two different investment strategies, we offer a fully tactical strategy that is very fluent in and out of different market sectors trying to find opportunities when they appear. We also offer a Value strategy/ Asset Allocation Strategy using Modern Portfolio Theory. The value strategy is rebalanced quarterly, within certain parameters of the tactical allocation.

WHO CREATES THE PORTFOLIOS?

A team of Chartered Financial Analysts (CFAs) construct and maintain our portfolios.

WHY SHOULD I WORK WITH A FINANCIAL ADVISOR?

An advisor will maintain an objective, unemotional viewpoint while working with you to assess your current needs. The advisor will help you set up a plan for your future often times using techniques and strategies not available to individuals outside of the industry. They will hold you accountable as well as always be available to answer any questions you may have, or, be there to offer solutions to new problems as they arise. Advisors are an invaluable resource to millions of families, we only get one chance at this life and an advisor will help you make the most of it.

HOW OFTEN CAN I EXPECT TO HEAR FROM MY FINANCIAL ADVISOR?

Each advisor will work with their clients through every step of the way, toward reaching their goals. They will meet in person, talk over the phone, and communicate through email. We feel communication is the best way to ensure our clients stay on track with their personal and financial goals. All clients will receive quarterly news letters from their advisor. These letters will review the current status of the financial market as well as what to expect from the market going forward.

HOW MUCH MONEY DO I NEED TO START?

There are no minimums to open an account. We do not want to limit the people we can help based on amounts. That means we don’t require new clients to have a minimum amount of money in the bank or in investments. We can explain more about how we charge and why we believe it’s the best way to do business on our first call.