For Clients

Client Bill of Rights

As a Five Factor Capital Advisor client, you have the right to:

  • Objectivity: Completely independent and entirely unbiased financial advice
  • Transparency: A fee only compensation structure that eliminates conflicts of interest
  • Education: An educational approach to the investment process...not a sales pitch
  • Competence: An academic based, time tested investment strategy
  • Confidentiality: The strictest level of protection for all your personal information
  • Accuracy: Regularly scheduled review meetings and performance reporting
  • Loyalty: A promise that we will always place you at the center of everything we do

We pledge to fulfill these rights and to serve you in a fiduciary capacity. We believe you will find that very few advisors can meet these commitments.