A Typical (though fictional) Client
The Anderson Family Foundation, clients since 2006.
Mr., Mrs. and 3 kids. Oldest child is 22, middle is about to turn 19 and the youngest is 15.
|Invested assets in 2006:
|Net Gain (after fees):
In quarterly meetings, often involving the whole family, we review our portfolio recommendations and discuss risk, returns and the state of the market. By creating standards and criteria our selections must meet, we eliminate some of the emotional decisions that could otherwise creep in.
Through our inclusive approach, we are helping to prepare the next generation of Andersons to appreciate the importance of sound financial decision making.
The year 2006 was chosen as it represents the median tenure of a Bell Kearns & Associates client.