Gistel Advisors

your financial aspirations requires a keen understanding of where you are now and where you want to go and the experience to balance proven investment strategies with your evolving needs. Coupled with our specialized knowledge and highly personalized service, this helps us create a comprehensive plan for addressing your distinct circumstances. We adhere to a disciplined process that includes:

• Evaluating your investment objectives, priorities, and risk tolerance

• Determining the asset allocation models and diversification approach best suited for you

• Selecting appropriate securities and implementing your investment strategy

• Continually monitoring your portfolio against benchmarks With our guidance, planning, and investment expertise, we can help keep you moving in the right direction to bring your vision to life. THE KEY IS PLANNING SEVERAL MOVES AHEAD

We believe a successful investment plan encompasses all aspects of your financial life to reflect your objectives and time horizon, as well as your values and way of thinking. A STRATEGY FOR SUCCESS

As independent financial advisors, our interests are aligned with yours. We respect your wishes and opinions, and your goals, expectations, and risk tolerance drive every recommendation we make. Our choice to partner with Commonwealth Financial Network®—a company that’s been delivering client-centric business solutions to firms like ours for more than 40 years—helps us maintain our independence. It allows us access to a wide universe of investment choices and product strategies, as well as the freedom to focus on what benefits you most, without pressure to promote proprietary products or answer to a parent company’s sales quotas. So we can provide sound, impartial guidance to help you reach your financial destination. Rather than chasing returns, we develop an incremental plan with an eye on your end goals. This may incorporate a combination of asset classes and investment strategies, such as bonds, mutual funds, cash or money markets, real estate, or investment trusts, depending on your specific situation—and it’s designed to help position you to take advantage of opportunities, manage risk, and account for the unexpected along the way. Just as important as understanding your financial vision is our ability to anticipate factors that may affect your portfolio. Our knowledge of current market conditions, economic trends, and tax implications, along with access to leading research and rigorous fund and manager analysis, enables us to make adjustments, as necessary, to help ensure that your investment plan stays on track.