Powers Advisory Group is an independent investment advisory practice located in Highland, IL. Together, we have a combined 30 years of investment / financial industry experience - working with firms such as Citigroup (Smith Barney), Edward Jones, and NFP Securities.
Our practice was established so that individuals and businesses can have an advisor that will provide unbiased advice on how to invest and feel comfortable having a conversation about their money without the thought of being sold a product. We are compensated on a simple fee structure - not through commissions or other hidden fees. We have a direct, vested interest in the success of our client's portfolios.
As a registered investment advisor and a pure investment management firm, we have a fiduciary standard to act solely in the best interest of our clients. We manage each client's portfolio within the parameters of our core strategy (growing and compounding dividend and interest income) customized for each client's specific situation.
Our client assets are held at an outside custodian, primarily Charles Schwab Institutional. Therefore, we have the ability to manage client accounts free from any conflict of interest, as well as utilize top-tier research and technology. Because of this relationship, our clients have access to one of the largest, most reputable investment firms in the industry.
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所属行业
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投资管理
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规模
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2-10 人
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总部
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Highland，Illinois
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类型
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私人持股
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创立
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2014
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领域
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Investment Management和Financial Planning
