We do not work for a specific broker dealer, mutual fund company, bank, or insurance brokerage firm, and therefore do not have mutual funds, insurance products, bonds, or stocks we are pressured by a parent company to recommend or sale to our clients. Eleven Two Fund Management's independence allows us to evaluate our client's situation and then make recommendations that are in our client's best interest. We provide our clients the safety and name recognition of the largest financial services and insurance companies in the world in addition to outstanding personal service and attention which is something we take pride in giving our clients.
The basis for our investment and financial advice.
- The investment advice we give is based on ancient scriptural principles. We encourage our clients to get truly diversified with their investments and have an exit strategy with each position in their portfolio, so in the event that one or a couple of areas are not performing well others will. Utilizing this type of investment strategy (active and true diversification) helps to preserve capital and increase the consistency of our client's returns more so than investing most of the money in any one type of investment and just leaving it there indefinitely. Most financial advisors will only recommend US stocks, bonds, and cash. This is not good because it does not protect their client's portfolios from downturns in the US economy or dollar.
- Eleven Two Fund Management is an independent Registered Investment Advisor (RIA), which allows us to recommend the investments that are best for our clients. We are not compensated by commissions on the recommendation of mutual funds, stocks, variable annuities, or bonds nor do we sell any of these products. Instead we are compensated directly by our clients and use Charles Schwab Institutional as our primary custodian. There are no hidden fees or commissions.
- Eleven Two Fund Management has access to around 1900 mutual funds that are made available only to investment advisors. Eleven Two Fund Management, Inc. can also utilize funds with lower operating expenses and no commissions like their retail equivalents.
- We recommend our clients make biblically sound financial decisions with the money that has been entrusted to their care.