|
Welcome to D'Arcangelo Financial Advisors, LLC
D'Arcangelo Financial Advisors, LLC is in the business of advising clients who want to develop and implement an intelligent, academically based, long term investment strategy, customized to their personal goals and resources. We expect each advisory relationship to endure for many years, and possibly even generations.
Knowledge Is Essential We will help you understand how markets act and interact and how to capture the returns effectively, efficiently, and inexpensively using the most advanced academically based research available today. D’Arcangelo has aligned itself with the worlds leading academically based money managers.
Independence is Essential As a fee-only advisor, we function in a conflict and commission-free environment. Because we are paid to manage and grow your assets as opposed to trading them to generate commissions, we design and build your portfolio using academically time-tested data. This gives our investors the greatest opportunity to achieve their long-term investment objectives.
Service is Essential Consistent, high levels of service and courtesy are an inherent element of the obligation we undertake when we enter into a professional relationship with our clients. Clients can expect regular, clear and understandable information about the status of their portfolios and the overall investing environment as it relates to their portfolios.
Because our professional perspective is essentially permanent, we work harder to foster and preserve the trust and confidence of our clients. We will develop advice that meets the particular needs of an individual and conduct ourselves with the highest level of ethics and honesty. We believe that asset allocation is the most important aspect of long term investment success and will choose asset classes for our clients based on their individual needs and risk profile.
We hold ourselves to the highest standards of expertise, objectivity, knowledge and service. We emphasize regular, interactive communication as our best resource for giving the highest quality of service to our clients. A copy of our ADV disclosure document is available upon request.
Is It Different This Time?
Dimensional Vice President Weston Wellington offers perspective on the unpredictability of market movements, how the current market downturn compares to past bear markets, and the resilience markets have historically shown.
Please click on link to view the video.
www.dfaus.com/library/videos/different/
510 Haight Ave
Poughkeepsie, NY 12603
Phone 845-473-8261 Fax 845-454-6614
mbetros@darcangelofinancial.com
jcina@darcangelofinancial.com
|