How does Osprey Money Management differ from the big brokerage firms?
Osprey Money Management offers independent financial advice. The people who work at Osprey Money Management are professional investment advisors who work on a fee-only basis, unlike stockbrokers who work on commission for a firm that provides products. Stockbrokers’ training is more focused on achieving sales goals and less focused on coaching. We emphasize your unique investment philosophy and relate it to your investment account with the simplicity of structured portfolios for a low annual fee.