Teamwork
Services for Investment Professionals
Our clients are free to assume all fiduciary responsibilities without the input of an investment professional. However, we steadfastly recommend that an advisor be brought on board to help manage fiduciary liability; provide participant education and enrollment services; and to introduce clients to investment opportunities that are not available without an advisor. After all, an extra 1% of return (or, more importantly 1% less loss or expense) can have a dramatic impact on the amounts that will be available for retirement.
The Law Offices of R.David Danziger is an effective partner with Investment Professionals because:
- We do not offer investment advice and we are not licensed to offer securities, advice or insurance. So, we avoid conflicts of interest.
- We generally do not limit the types or mix of investments you can provide. That is, you will not be limited to one financial institution, investment vehicle or platform. As a result, you will be able to recommend the investments that you consider most appropriate.
- We are unbundled from any investment provider. As a result, you can help clients change investment platforms without having to amend plans or change TPA.
- We can help open doors for new and existing clients by helping you bring new concepts to the forefront. Our value proposition is an attention getter that will put you several steps ahead of the competition.