FACTOR INVESTMENT SOLUTIONS, LLC
How does the advisor help clients – Key Takeaways:
Factor Investment Solutions, LLC is a financial advisory firm that specializes in factor investing strategies. With their expertise in this field, they are able to help clients build customized portfolios that are designed to achieve their desired financial goals. Their team of experienced advisors follow a disciplined and evidence-based approach to investing, ensuring that their clients have the best chance for long-term success.
Facts and Insights
Founded in 2008, Factor Investment Solutions, LLC has over a decade of experience in the financial industry. The firm is based in New York City and serves clients nationwide. It is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
The advisory team at Factor Investment Solutions, LLC is composed of skilled professionals who have a deep understanding of factor investing and its effects on portfolio management. They are dedicated to staying up-to-date on current market trends and implementing the latest research and technology to provide their clients with optimal investment solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 13 years |
Financial Services Offered
Factor Investment Solutions, LLC offers a range of financial services to their clients, including:
- Portfolio Management
- Investment Research and Analysis
- Wealth Planning and Management
- Retirement Planning
- Tax Planning
- Risk Management
Client Types
Factor Investment Solutions, LLC works with a diverse range of clients, including individuals, families, trusts, and institutions. They understand that each client has unique financial goals and needs, and they tailor their investment solutions accordingly. Whether a client is looking to save for retirement, generate passive income, or plan for the future, Factor Investment Solutions, LLC can help.
Fees & Compensation
The fee structure at Factor Investment Solutions, LLC is based on a percentage of assets under management. This means that the firm’s compensation is directly tied to the performance of their clients’ portfolios, aligning their interests with those of their clients. There are no additional fees for financial planning or consulting services.
Background
Factor Investment Solutions, LLC was founded by a team of experienced financial professionals who saw the need for specialized expertise in factor investing. They have since built a strong reputation for providing high-quality, personalized financial services to their clients. The firm continues to grow and evolve, always staying true to their core values of integrity, transparency, and excellence.
Financial Advisor Disclosures to Know
Factor Investment Solutions, LLC is a registered investment advisor with the SEC, which means they are held to a fiduciary standard. This requires them to always act in the best interests of their clients and to disclose any potential conflicts of interest. The firm has a clean record and has not faced any disciplinary actions.