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India#39;s growth in last 5 years has been transformational: India#39;s Ambassador to the US Harsh Vardhan Shringla

India#39;s growth in last 5 years has been transformational: India#39;s Ambassador to the US Harsh Vardhan Shringla

India is one of the strongest major emerging economies, India#39;s Ambassador to the US Harsh Vardhan Shringla said at an event organised by the Federation of Indian Chambers of Commerce and Industry with the George Washington University#39;s Institute for International Economic Policy here on Tuesday.

5 Best Financial Advisors for El Paso, Texas

5 Best Financial Advisors for El Paso, Texas

El Paso is a Texas city with its own character, being on the border and having the strong federal presence that it has. It has a great economic core, and this economic activity means that there will be families and individuals, perhaps like yourself, that need help and guidance securing a plan for the financial future. This is where a financial advisory firm can help you. All you’ll need to do is review the options and make the right partnership, and the rest will unfold from there.

Here are five firms within and outside of the city that we think can suit your needs.

 

1) Lauterbach Financial Advisors, LLC

Our top pick and effectively the main option inside of the city is Lauterback Financial Advisors, LLC, which has under its management $353 million in assets. Founded in 1999, it generally works with individuals who aren’t necessarily high net worth, but they do have a significant base of those clients as well.

You can expect them to make the process easy for you, work with who they need to, and keep you free from short-term worry over the small shifts in the market.

Lauterbach Financial Advisors is a fee-based firm that has no minimum account requirement but does have a $5000 minimum annual fee.

You can expect the following working with Lauterbach Financial Advisors:

  • A strategy focused on asset types as opposed to specific assets. They focus on the market as a whole.
  • A combined level of experience among its advisors that’s hard to beat.
  • Locally focused and locally owned, so you can be certain they have the needs of El Paso clients in mind.

 

Other Excellent Texas Financial Advisors for El Paso

As there is only one financial advisory firm working in El Paso that meets our standards, we would like to mention other Texas firms that would best suit your needs.

 

2) Avalon Advisors, LLC

In terms of size along Avalon Advisors is notable, as the Houston-based advisory firm has about $6.6 billion in assets under its name and counting. If you are a high net worth individual who wants to work with the best, then Avalon is a name you should investigate. They use a global perspective when providing advice and have worked with people through all sorts of economic periods.

You as an investor and advisee will see a collaborative approach that takes your goals into account.

Avalon Advisors is a fee-based firm that has a 10 million minimum investment requirement.

You can expect the following working with Avalon Advisors:

  • A global market-based approach to investing that makes sure no threat or opportunity is left unchecked.
  • Additional materials and resources to keep you informed when it comes to your wealth.
  • An extremely experienced team that knows how to work with high net worth individuals.

 

3) South Texas Money Management, Ltd

The San Antonio firm South Texas Money Management is our choice for anyone willing to work with advisors in the southern part of the state, and with $3.3 billion in assets under management and almost two decades of experience under their belt, they focus on the individual and making sure that their clients get the close attention they deserve.

They value regular communication and a personal approach more than most other firms, so if that seems like what you are looking for, we recommend looking into them further.

South Texas Money Management is a fee-only firm that has a $1 million investment requirement.

You can expect the following working with South Texas Money Management:

  • Work on building a long-term relationship with their clients.
  • A mixed-asset investment strategy to minimize risk.
  • Regular and honest communication when it comes to your portfolio and decision-making.

 

4) Linscomb and Williams

With almost $3 billion in assets under management, Linscomb and Williams, based in Houston, is a great alternative for people looking to focus more on retirement or tax planning than investment (although those services are provided). Well-known and regarding in the field, they form long-term relationships with their clients and see them through many of life’s major financial questions.

They will take time with you and they will look for the unique solution to your unique problems.

Linscomb and Williams is a fee-only firm that requires a $1 million account minimum. They have ties to Cadence Bank, but this should not affect their provided advice.

You can expect the following working with Linscomb and Williams:

  • Nearly unparalleled risk-management and retirement planning services.
  • An approach that will be unique to you and your financial needs.
  • A full breakdown of your financial situation so no stone goes unturned.

 

5) Beck Capital Management

We wanted to make sure there was another more accessible firm on this list, and Austin-based Beck Capital Management was our choice for that reason. With about $300 million under management, they are a great choice for potential investors who are looking for a firm with a big-picture approach to the market. They are likely plenty of other small firms that could work as well, but here is a great place to start.

Don’t let the accessibility fool you, however, as they have plenty of experience working with and planning for high net-worth individuals.

Beck Capital Management is a fee-based firm that has no set minimum investment requirement.

You can expect the following working with Beck Capital Management:

  • Custom-built portfolios and consistent management of them while you are a client.
  • A risk-averse approach to investing.
  • You can take as active a role as you would like when working with them.

 

Conclusion

It might be somewhat difficult to find a reliable financial advisor for El Paso if you don’t know where to look, but we hope that the above options allow you to better find the partner you are going to need to ensure your financial future. We encourage you to do further research and to ask questions. Taking your time is much better than dealing with an uncomfortable relationship. We hope you find the best option soon and wish you the best with any future endeavors.

The post 5 Best Financial Advisors for El Paso, Texas appeared first on Careful Cents.

5 Best Financial Advisors for Texas

5 Best Financial Advisors for Texas

Texas, being one of the largest and second most populated states in the nation, naturally has many individuals like yourself who have a need for wealth management. And there is nothing wrong with needing help with these matters: the financial world is far too complex and keeping track of all the nuts and bolts of it is a full-time job. Fortunately, there are advisors to help guide you and your family forward while you enjoy a slice of Texas life.

Here are our picks for the top five financial advisors in Texas:

1) Avalon Advisors, LLC

Avalon Advisors, LLC is a juggernaut in the industry with a large staff under its name and nearly $6.6 billion in assets under its management. Founded in 2001, Avalon has grown over the years and you can expect them to remain stable in changing times, taking the global, big picture perspective you would expect from this kind of firm.

They prefer a collaborative approach to providing advice, and you will be working with experts no matter who you talk to. You can expect a long-term approach.

Avalon Advisors, LLC is a fee-based firm that requires a $10 million minimum investment.

You can expect the following working with Avalon Advisors, LLC:

  • A heavy amount of experience from their team which they will utilize to preserve your wealth.
  • A global perspective that keeps you and your assets connected with the rest of the world.
  • Additional provided resources and help so you can remain fiscally educated.

2) Tolleson Private Wealth Management

Tolleson Private Wealth Management is easily comparable to Avalon, as they have $5.6 billion in assets under their management. More than two decades old, Tolleson specializes in helping clients with their investments but they also provide a wide variety of other services. If you need it, chances are they can help.

They focus on a family-oriented approach to wealth management, and they are a firm that places a lot of emphasis on their independence from outside influences.

Tolleson Private Wealth Management is a fee-only firm that requires at least $10 million in investible assets to work with.

You can expect the following working with Tolleson Private Wealth Management:

  • Extensive experience working with wealthy, high-value clients.
  • A comprehensive strategy that results in a plan for your assets that leaves no gaps.
  • The ability to manage the larger financial picture for your family, including trusts and generational wealth concerns.

3) South Texas Money Management, Ltd.

With about $3.3 billion in assets under management, South Texas Money Management, Ltd. is a firm with enough advisors to ensure you get the right fit and an organization that focuses heavily on the individual. It’s a great choice for anyone in San Antonio looking for close attention for their goals and assets.

It’s a more personal and communicative firm than most, and they have strong values which put more trust into the relationship than you might immediately expect from an advisor.

South Texas Money Management is a fee-only firm that requires a $1 million minimum investment.

You can expect the following working with South Texas Money Management:

  • A focus on building a long-term relationship with you.
  • An investment philosophy that focuses on a mixture of assets.
  • Open communication and honesty with you and your family when it comes to your portfolio.

4) Linscomb and Williams

A firm founded in 1971 that has nearly under $3 billion in assets under its management, Linscomb and Williams is a great choice for those looking for advisement and services along the retirement and tax planning side of things than investments. Their clients are long-term, and their service is renowned and respected.

Based on our assessment, you can rely on them to work with you to find a unique approach to your goals and problems. They will take the time to get to know you and work with you, an approach not used often enough.

Linscomb and Williams is a fee-only firm that requires a $1 million account minimum. They do have ties to Cadence Bank (who owns Linscomb and Williams), but they earn no commissions that we can find.

You can expect the following working with Linscomb and Williams:

  • Superb risk-management and retirement planning so you can rest easy concerning your wealth.
  • A new and unique approach to every client. Nothing is taken for granted.
  • A full assessment of your situation which will inform the advice and guidance you receive.

5) Quest Capital Management

There are many larger and more resourceful firms that we could have picked for the number five spot, but we chose Quest Capital Management due to its accessibility and willingness to work with individuals that are experiencing success but don’t have the level of wealth required by out other selections.

With $1.03 in assets under management, they are a firm that is stable and successful, but they cater to working professionals and those still building their wealth who are looking for financial guidance. They focus on your life’s goals and how you can financially reach them, looking into the long-term.

Quest Capital Management is a fee-based firm that requires only $25,000 to open an account.

You can expect the following working with Tolleson Private Wealth Management:

  • A needs-focused approach to your finances, whether that means retirement, building savings, or your children’s education.
  • A plan that extends to the rest of your life.
  • Plenty of resources to help you learn more about the financial world.

Conclusion

Managing your wealth can be difficult, and it can be equally difficult to find a firm or advisor you can trust to guide you through these important decisions. We recommend doing further research and making calls to find the best fit for you, but we’re confident that one of the above five options will be a great fit for you. Just make sure that they are in your area and that you’re comfortable working with them. We wish you the best in finding an advisor for years to come!

The post 5 Best Financial Advisors for Texas appeared first on Careful Cents.

5 Best Financial Advisors for Alaska

5 Best Financial Advisors for Alaska

They say that once you end up in Alaska you never leave. So, whether you were born there or have moved from some other part of the country, it’s safe to say that you’re not going anywhere anytime soon. This type of security and stability is great, but you still need to plan for your future.

A financial advisor can help you figure out the best way to save, spend, and invest your money so that you can expand your wealth and enjoy the peace and tranquility that comes with knowing your financial situation is under control.

However, for this to happen, you need to pick the right financial advisor. There are countless to choose from, so we’ve combed through all the different options to choose the five we think are the best. Take a look to see which one can meet your needs, and then give one a call so that you can start planning your financial future today.

Alaska Financial Associates – Ketchikan

What’s unique about Alaska Financial Associates (AFA) is that they focus not only on financial health but also on overall well-being. They are one of the few firms out there that combine life coaching with financial planning, as they see financial success as just one part of the journey to a good life.

On top of this, AFA offers a wide range of investment products that will help you achieve your goals and stabilize your financial situation. If you choose to work with AFA, you can expect the following:

  • Guidance on how to use your money to help you achieve your overall goals in life.
  • Assistance with issues such as cash-flow, debt management, investments, insurance, taxation, retirement planning, and real estate.
  • Flexibility so that you can adjust your plan for the many challenges life will throw your way.

Bright Road Wealth Management – Anchorage

Managing your finances is sometimes about more than just managing your investments, especially if you are a small business owner.

With Bright Road Wealth Management (BRWM), you can get help figuring out how you’re going to move forward with your personal investment plan, but you can also receive guidance in planning your business. For example, BRWM will help you determine the value of your business, and you can also get help figuring out how to sell or exit the company.

BRWM also offers “Advanced Planning” for those with larger portfolios. This service is designed to help you figure out the best way to maximize your personal earnings while avoiding paying unnecessary taxes.

If you run a non-profit, BRWM will help you manage your assets and investments while not overcharging you and placing an unnecessary burden on your organization.

On top of all this, you can expect the following when working with Bright Road Wealth Management:

  • Low fees and high returns thanks to the use of Dimensional Fund Advisors (DFA) and other low-cost, research-based investment funds.
  • High-tech financial modeling that provides valuable insight into where the market is going and where you should invest
  • Quality customer service provided by a team of investors who are most interested in helping you develop a plan that fits your needs and is in line with your expectations and risk threshold.

Keyes & Associates – Fairbanks

For those living in Fairbanks or the surrounding area, Keyes & Associates is a great option when it comes to financial advisors. As a small, family-run business, Keyes & Associates boasts excellent asset performance combined with industry-leading customer service.

Their approach is based on helping you achieve your goals, and they specialize in a wide range of areas that will help you do this. The main services Keyes & Associates provides are:

  • Retirement income planning
  • Social security analysis
  • Estate planning
  • College savings
  • Insurance plans
  • Business planning

In addition, Keyes & Associates also does wealth management, meaning they will help you find the right areas to invest so that you can grow your portfolio and achieve more financial security. When working with Keyes & Associates, you can expect:

  • Attention to your personal goals and a plan designed around what you want
  • A choice between Separately Managed Account Programs, which allows you more control over your portfolio, or Wrap-Fee Mutual Fund programs, which are designed to be more hands-off and a better, longer-term solution
  • Frequent adjustments that are designed to help make sure you stay on track and that make it easier for you to deal with any changes you experience.

Shilanski & Associates – Anchorage

Shilanski & Associates is a great option for those who are looking for something more than just a healthy rate of return on investment.

Of course, this is important, but the folks at Shilanski & Associates put a heavy emphasis on relationships, and this helps them deliver much better service than most of us are used to with our financial advisors.

Shilanski & Associates is focused on helping their clients develop financial literacy. They want to help you make money, but they also want you to develop good money habits that will lead to long-term financial success.

This is why they like to meet regularly with their clients – once every three to four months. This allows them to stay updated on your financial situation and also maintain the relationship.

Because of this, Shilanski & Associates is a great option for those looking for help with their personal finances. When you work with them, you can expect:

  • A holistic approach to financial planning that is designed to help you get better at managing your money
  • A personal, family touch. Shilanski & Associates was started by Floyd Shilanski and he continues to play an active role in running the company. Furthermore, with
  • Access to resources that will help you better understand your financial situation and make smart decisions that will result in increased wealth and financial security.

Alaska Permanent Capital Management – Anchorage

Alaska Permanent Captial Management (APCM) is a great option because of its size. There are two components to APCM: individual and institutional. This means that in addition to helping individuals such as yourself, APCM also manages assets for large organizations such as corporations, non-profits, and governments.

However, if you work with them as an individual, you will have access to the same technology and insight APCM uses with their institutional clients. This means you will have more options available to you and more opportunities to earn and expand your portfolio.

Plus, with more than $2 billion in assets, APCM is able to put your money in the right places to produce consistent and healthy returns.

But we should point out that all of this means APCM is designed for those with larger portfolios. The minimum account balance is $500,000.

When working with APCM, you can expect:

  • Investment management, retirement planning, and general financial planning
  • Assistance with divorce financial planning as well as
  • Structured fee schedules that ensure you don’t pay more than you can afford. Fees are based on your account balance and are meant to be below the industry standard.

Conclusion

If you’re in Alaska and in need of a financial advisor, any one of the companies we’ve reviewed is a great choice. But there is no “one size fits all” solution to financial planning. So, shop around to see who can best meet your needs, and if you’re ever dissatisfied, remember you can always change.

We hope this information has helped make one step of your financial journey easier, and we’ll keep updating as things change so that you can be sure you’re always in good hands and working towards your goals.

The post 5 Best Financial Advisors for Alaska appeared first on Careful Cents.

5 Best Financial Advisors for Dallas, Texas

5 Best Financial Advisors for Dallas, Texas

The capital of Texas is home to people with big plans for their life and for their wealth. Yet finding the right path is not an easy task to handle by yourself. After a certain point, you will need either guidance or at least some people looking out for you. The financial world is massive, and a guide can make all the difference.

Here are our top five choices for financial advising firms for Dallas, Texas:

1) Tolleson Private Wealth Management

Tolleson Private Wealth Management is a firm that has over $5.6 billion in assets under its management. In business for now over two decades, they specialize in investment management but can perform an additional wide variety of services to ensure you won’t need to find too many providers and managers. They emphasize a holistic approach to planning.

They make sure they are independent of outside influences and they emphasize the family approach to investing, advice, and management.

Tolleson Private Wealth Management is a fee-only firm that requires $10 million in investible assets.

You can expect the following working with Tolleson Private Wealth Management:

  • Experience working with extremely high-worth clients due to their relatively high bar for entry.
  • A comprehensive strategy that seeks to leave no gaps in your financial plan or knowledge.
  • The ability to easily manage trusts, large investments, and the larger financial picture for your family.

2) RGT Wealth Advisors

RGT Wealth Advisors is a firm founded in 1985 with just over $4 Billion in assets under its management, they have sizable teams of dedicated financial planners and investment managers ready to work with you to see through whatever goals you need to pursue. They act as a fiduciary and are committed to providing you objective advice based on your situation.

They can help in nearly every relevant area and can also help you with organizations you may happen to manage. They have a background in tax accounting and tax advice.

RGT Wealth Advisors is a fee-only firm and requires $3 million in investible assets to work with them.

You can expect the following working with RGT Wealth Advisors:

  • A dedicated effort to customize the planning process to your individual needs.
  • A collaborative approach both within the firm and when interacting with clients.
  • Adaptive and expert portfolio management should you want it.

3) True North Advisors, LLC

True North Advisors, LLC is a bit of a smaller firm when it comes to personnel, but they have over $1.2 billion in assets under their management and have been highly rated in the industry for their efforts. It should be noted that their employees use the same strategies that they recommend their clients, and their main message is that they do not sell products to their clients.

They will take the time to get to know their clients through a series of meetings and calls, and you will be working with the best person for the job no matter what you and your assets need.

True North Advisors, LLC is a fee-only firm and requires a minimum of $1 million in investible assets.

You can expect the following working with True North Advisors, LLC:

  • An independent approach and mindset when it comes to their advice and solutions.
  • Invested employees that care deeply about the strategies implemented.
  • An emphasis on maximizing client trust and communication.

4) Lee Financial Company, LLC

Lee Financial Company, LLC is a firm founded in 1975 that has about $1.09 billion in assets under its management. They are also an independent firm, and heavily value that independence. Their general strategy involves a review of all aspects of wealth and reviewing evolving needs over time.

They also emphasize and value the access they have to other forms of investment to increase portfolio diversity. Uniquely, they also talk about your earnings potential and take that heavily into consideration.

Lee Financial is a fee-only firm and they require that you have investible liquid assets totaling at least $1.5 million. They do have another branch that will work with smaller net-worth clients, and they have experience working with professionals that still work each day.

You can expect the following working with Lee Financial Company, LLC:

  • A full approach to financial planning that can incorporate a wide variety of situations, goals, and events.
  • Experience helping and advising working professionals, an uncommon occurrence for a firm.
  • A constantly changing process to guarantee that you get the best advice.

5) Quest Capital Management

Quest Capital Management is a firm operating from Dallas with a little over 1.03 billion in assets under its management. They focus on their client’s financial needs in the context of your next life goals and where you are in life.

They are different from most of the advising firms on this list in that they have options that often cater to the upper-middle class as well as high net-worth clients. If you are a working professional with a sizable but still relatively normal income, Quest might be your best choice.

Quest Capital Management is a fee-based firm that requires a remarkably low $25,000 to open an account.

You can expect the following working with Quest Capital Management:

  • A focus on making sure that you have a plan for the rest of your life.
  • A needs-focused approach to help you plan for retirement, prepare savings, or help your children with paying for education.
  • Ease-of-access to a variety of financial education resources and information regarding your assets.

Conclusion

No matter what your plans for your life and assets might be for the future, it can’t hurt to have people in your corner ensuring that your wealth will last you the rest of your life (and then some). You should do as much research as you feel you need to, but we are certain that one of the above options will be the perfect match for you. Remember that you have the final say, and we wish you the best of luck with finding the perfect fit for you and your family.

The post 5 Best Financial Advisors for Dallas, Texas appeared first on Careful Cents.

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