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Does Your Advisor Offer Institutional Pricing?

Baron Financial Group is an institutional investor. As an independent RIA (Registered Investment Advisor) with no allegiance to any investment company, we use a process to identify investments for both our clients, as well as our own investment portfolios. One of the filters in the process is cost. This comes in to play mostly with mutual funds and exchange-traded funds. When institutionally-priced mutual funds make sense, we take advantage of the opportunity. In the world of mutual funds (which are pools of assets such as stocks and/or bonds), there can be different pricing for the same underlying investments.

Investing
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WHY HIRE A CFA® CHARTERHOLDER TO MANAGE YOUR WEALTH?

Your wealth manager should be on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the difference you need. Here’s why:

Investing
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What is the Best IRA for a Young Investor?

A 30-second read by Nicholas Scheibner: Before deciding which kind of IRA to open, the first thing you would want to do is check with your employer about 401(k) offerings. If your employer provides any company match into a 401(k) you will want to contribute to that account before you start an IRA. That way, you are able to take advantage of the “Free Money” provided by your employer. A Roth IRA is usually best for someone who is in a lower tax-bracket. The idea is that you want to pay taxes in the lowest bracket possible. So if you are making a lower income than you may in the future, you would want to pay taxes now, using a Roth.

Investing
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Baron Financial Group Attends CFA Institute Conference

Anthony Benante, CFA and Nicholas Scheibner, CFP® of Baron Financial Group recently attended the 70th CFA Institute Annual (four-day) Conference in Philadelphia, to keep updated on financial industry topics and trends. The CFA (Chartered Financial Analyst) Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Investing Baron Team Insights