Find Top Financial Advisors in Camas, Washington

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Qualifications of Financial Advisors in Camas

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Qualified Financial Advisors in Camas, Washington
Financial Advisor Office Location Phone Number
Matt Carver
Pfs Investments Inc.
West Linn, OR  97068
(866) 638-5323

Information on Qualified Financial Advisors in Camas

Qualifications CRD# 5508035
FirmCRD# 10111
Series 6, 26, 63, 65

Compensation/Fee Fee Only

Office Location *,
West Linn,
Phone Number (866) 6385323

Matt is passionate about helping other people. Matt learned early on his family was given the wrong investment advice and this fueled his desire to make a positive impact for others. Matt became an investment representative in 2007 and an investment adviser representative in 2012 & has served in leadership roles in the areas of practice development, management, and marketing. His passion is educating and serving clients' best interest in a fiduciary capacity. He is an Investment Adviser Representative holding active Series 65,6,63,26 licenses. He enjoys consulting with individuals and businesses helping clients build a strong investment strategy with managed money in a fiduciary capacity.

About Pfs Investments Inc.

Your Success is Our Focus Philosophy Primerica Advisors believes that clients' investment needs are best served when advice is delivered from an independent and objective viewpoint. Primerica Advisors does not create investment models or manufacture mutual funds or exchange traded funds (ETFs). Instead, we seek out professional asset managers who have measurable track records that validate their approach to investing. We believe that through extensive quantitative and qualitative analysis, sound judgment and a consistent process, we can identify quality asset managers and investment models for our clients. We Seek to: Provide unbiased evaluations of asset managers and models Identify asset managers that construct strategic, tactical, or asset class specific portfolio solutions Regularly monitor and review asset managers, asset allocation, and security selection decisions Provide investment and educational insights on solutions to help clients achieve investing goals The Due Diligence Process Primerica Advisors provides upfront selection and ongoing due diligence on asset managers and investment models. Primerica Advisors' evaluations are based on a consistent process: Step 1: Manager Sourcing Step 2: Multi-Faceted Evaluation Primerica Advisors focuses on three critical areas of manager evaluation. These include organizational strength and leadership, depth of investment process, and performance results. Step 3: Ongoing Monitoring and Review Primerica Advisors' ongoing due diligence process includes quarterly and annual monitoring. Simplicity Primerica Advisors Lifetime Investment Platform offers the ability to have multiple investment models in one account, with one statement and one fee.

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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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