Gold

What is your investment philosophy?

We believe in passive investing – creating a well-diversified portfolio designed to meet your financial goals. We select investments with low internal costs – we’ll never use a fund with loads. And we’re approved to use funds from Dimensional Fund Advisors – a distinction available only to select fee-only advisors.

Is your firm registered as an Investment Advisor?

Gold Medal Waters is registered and regulated by the State of Colorado. Being registered in Colorado does not limit us from working in most other states. To verify the firm’s status, visit Security and Exchange Commission’s Website

Will my personal information be kept confidential?

Yes. By law we cannot disclose your private information to anyone but you directly, or your other financial advisors (attorneys, accountants, estate planners) with your consent only. Our client’s information is highly confidential and we take this matter very seriously.

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Will you work with my other advisors?

Absolutely! With your permission, of course, we’ll coordinate with your tax preparation professional, estate attorney, and any other professionals involved in your financial life.

How do I transfer assets into my account?

When you sign on as a client our financial advisors will walk you through the process - we’ll open new accounts and create the forms that enable the transfer of your investment assets from your old brokerage accounts to your new accounts.

How do I verify your status as Fee-Only?

We belong to the leading organization of Fee-Only financial planners - the National Association of Personal Financial Advisors (NAPFA). NAPFA has strict business and ethical standards for its members and only allows planners who accept no commissions from the sale of insurance or investment products.