Quarterly Thoughts – Q2 2007

Unfortunately, the vast majority of investors around the world are “served” by firms that don’t put their clients’ interests first… and 74% of investors are not even aware of the conflicts affecting them, nor the negative impact on their goals. WealthStep is proud to always place our Clients’ interests first. In 1991, WealthStep’s parent company became one of the first firms in the US to be a fee-only advisor. A few years later, we became one of the first firms to acknowledge our fiduciary status, and we are still one of few that do so in writing.