[DcifrThs]

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[...]If you have globally diversified and balanced passive portfolios (like all of my clients), you can relax and enjoy the long-term growth without watching it day to day.

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Not that this is the point of the thread, but I'd certainly never give my money to an adviser that doesn't read daily news. Are you basically just taking people's cash and saying "stick it in an index fund...and give me 1% off the top?"

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It seems you are not my ideal client. Anyway, a globally diversified and balanced passive portfolio is not one index fund. I bring tremendous discipline to the investing experience, preventing my clients from making costly mistakes. And I am an expert in finding all of your lifetime goals, making a plan that gives you a high degree of confidence in meeting the goals that you value, and making adjustments along the way when things change. My clients value me, and are comfortable paying me to have me as their advisor.

-Tom

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sounds like typical FA rhetoric from what i've heard. can you please list the asset classes you use to meet your clients goals?

thanks,
Barron