Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Are JLFranklin clients involved in investment decisions?

April 26, 2017clients decisions Investment involved

0

Posted

Are JLFranklin clients involved in investment decisions?

1 Answer

0

Posted

Absolutely. Client input during the investment-planning phase determines risk tolerance and outlines investment time horizon. We offer an objective, consensus-driven process that is designed by both the planner and the client. This process retains our objectivity and integrity and provides our clients with unbiased advice that is tailored to their specific needs. Our recommendations are based on your preferences. You will be presented with these recommendations before the assets are purchased, so that you can endorse, modify, or reject any particular item.