Is Your Financial Advisor’s Investment Strategy Based on “Feelings?”
DOWNLOAD THE FREE ANALYSIS
Sign up to download a free macro-market analysis of current markets by our research partner, Hedgeye Risk Management. It is a high-level analysis designed for use by an exclusive group of Wealth Management firms. As a high net worth investor, you are sure to find the information interesting.
We believe that an investment process should be data-driven and simple to understand, with low cost and transparent investments. Not based on ‘feelings.’
Does your portfolio have a proper balance of risk and return?
D. B. Root & Company ("D. B. Root”) is an SEC-registered investment adviser located in the Commonwealth of Pennsylvania. D. B. Root may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of D. B. Root, please contact the SEC on its website at www.adviserinfo.sec.gov. A copy of D. B. Root's current written disclosure brochure discussing the firm’s business operations, services and fees is available from D. B. Root upon request. References herein to D. B. Root as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.
Content and other information contained on D.B. Root’s LinkedIn page (the “Site”) that is provided by D.B. Root is for informational purposes only, represents the current, good-faith views of D.B. Root and is subject to change without notice. D.B. Root’s LinkedIn posts are not, and should not be considered to be, investment advice, an offer to sell, solicitation to buy or recommendation to invest in any particular security, strategy or investment product.
D.B. Root makes all reasonable efforts to ensure that the information contained on the Site is accurate and reliable; however, errors sometimes occur. we make no representations as to the accuracy, completeness, or timeliness of any information prepared by an unaffiliated third party, whether linked to or incorporated herein, and take no responsibility for such content. Content containing information provided by third parties represents the views and opinions of the third-party authors, and D.B. Root does not express any opinion regarding such third-party views or opinions.