"Peace of Mind"
That is what we want you to have regarding your investments. As a "fee-only" Registered Investment Advisor our interests are aligned with yours. We do this by eliminating the conflicts that arise when investment professionals collect commissions for selling investment products.
"Investing with a firm foundation for the long-term"
We begin by understanding your financial values, goals and objectives. We then build and manage custom portfolios with high quality investments that match your individual needs. With over 24 years experience managing investments for high-net-worth clients and institutions, our goal is to help preserve and grow your wealth while minimizing the risks taken.
9943 E. Bell Rd., Suite 108
Scottsdale, AZ 85260
(602) CLASSIC
Phone (602) 252-7742
Fax (480) 948-4311
info@ClassicAdvisors.com