Value proposition

Financial Tailor is an online investment adviser. Financial Tailor provides superior, low-cost investment management without all the conflicts of interest of a major broker.

We believe that our incentives should be aligned with our clients, that is why we only offer fee-based asset management. We develop portfolios from scratch using individual securities and ETFs (Exchange traded funds). We use a quick questionnaire to help identify a portfolio outline that fits our clients specific risk level. Clients can also select certain industries that they do not want to invest in. We provide a free portfolio outline, risk tolerance score, and access to our database of ethically screened stocks. There is no commitment to invest, and clients can invest with as little as $5,000.

Investment Management, Retirement Planning, Financial Advice, and Market Commentary