Putting Clients First – Always
Putting Clients First – Always
Putting Clients First – Always
Too often in the financial services industry, marketing gimmicks fail to paint the full picture. You’ve likely heard the phrase, “We do better when you do better.” While this suggests that your advisor’s earnings grow when your investments perform well, what’s often left unsaid is that they still make money even when your portfolio takes a hit.
Think back to the dot-com bubble or the 2008 financial crisis—when your portfolio lost 30-40% or more, your financial advisor was still charging the same percentage in fees. Does that seem fair?
At Lord and Richards, we believe in doing things differently.
A True Commitment to Your Financial Well-Being
Our approach is built around you—your retirement needs, your financial goals, and, most importantly, your risk tolerance. We work with you to craft a holistic financial plan that prioritizes both growth and security.
Once we’ve built and agreed upon an investment strategy that aligns with your maximum downside risk threshold, we make a commitment to you unlike any other:
Introducing the Safety Percentage Guarantee
Our Safety Percentage Guarantee is simple:
If your portfolio falls below the agreed-upon risk tolerance, Lord and Richards will stop charging asset-based management fees on your market investments until your portfolio recovers—or for a period of 12 months, whichever comes first.
✅ Your security comes first – We stand by our promise to protect your investments.
✅ True partnership – We don’t just benefit when times are good; we’re with you through every market condition.
✅ No hidden fees, no surprises – Just a firm committed to transparency and your financial well-being.
Request an Appointment
Take the first step toward securing your financial future. Our team of experienced professionals at Lord and Richards is here to provide personalized guidance and strategies tailored to your unique needs. Whether you’re planning for retirement, managing your wealth, or optimizing your business finances, we’re ready to help you achieve your goals.