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Home > Financial Services > Stock Brokers > Stanford Investment Group

Stanford Investment Group

Stanford Investment Group is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The firm was founded as a Registered Investment Advisor in 1982, a time when the financial planning industry was in its infancy. Throughout the 1980’s and 1990’s, they dedicated their selves to understanding the financial concerns of individual investors and addressing those concerns through their financial planning and investment advisory services.

They are a group of qualified professionals highly experienced in financial planning and investment management. They believe that they are well equipped to assist their clients in meeting their financial objectives. They accomplish this using their broad advisory skills and unique planning tools, coupled with their mature understanding of the potential risks and rewards of investing.

They are specialists in personal financial planning, and most of their clients use this service in conjunction with their portfolio management services. They believe that a successful plan begins with a deep understanding of the client's financial objectives, personal preferences, family situation and other relevant issues. Integrated into the financial plan are projections for savings, investments, insurance and anticipated retirement or other benefits their work with financial planning clients is ongoing and highly interactive.

They believe that successful investing is defined as producing the investment results that allow their clients to meet their financial goals and objectives. To this end, they design, implement and supervise investment portfolios.

A Financial Planning Proposal and a Financial Planning Agreement are provided to a prospective client for review and acceptance before work is started. A portion of the planning fee is due upon beginning of the plan design, with the balance due after presentation and completion of services. A client may terminate planning services at any time after the initial analysis and presentation, or at the end of any year.

Whether the client requires assistance with investment or financial planning issues, they understand the importance of timely financial reporting coupled with direct personal communication. Their clients are served by their experienced staff, as well as their personal advisors.

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