In our firm we serve high income and or high net worth individuals. Notice the words and or. We will take on as clients who do not have a high net worth but do have a high income. High income may mean $200,000 a year for
Ivy has more than 30 funds to choose and thus like any other fund company will show differences in performance. For instance a short term bond fund will not perform as well as a mid cap fund in a stock bull market like we
Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.