Personalized Consulting
While financial planning and investment management are the two cornerstones of wealth management, the process is incomplete without an expert staff to guide the process.
20. Fiduciary Standard –
Voyager does not sell investment products. We are fiduciaries; our duty is to serve our clients and their best interests.
21. Educational Resources –
One of our missions is to educate clients to be good stewards of their wealth. We work with them on an individual basis to identify needs and provide solutions.
22. Limited Discretion –
When an investor hires Voyager, we are given the authority to trade on that client’s behalf. Clients’ funds are held by a well-respected custodian. There is no need to worry about a Madoff-type event.
23. Well-known Custodians –
The carefully vetted custodians provide trading, on-line access, safekeeping of client assets, and monthly statements.
24. Monthly and Quarterly Reporting –
In addition to the monthly statements clients receive from their custodian, Voyager provides quarterly statements which contain benchmark index performance results to measure the portfolios’ progress.
25. Seamless Transition –
Our staff will transfer clients’ assets to a selected custodian in a process that is as smooth and non-intrusive as possible.
26. Ongoing Service –
We have a commitment to provide value-added service including meetings and ongoing advice. Our clients have access to an experienced staff with a broad diversity of educational backgrounds.
27. Foundation and Not-for-Profit –
Voyager offers investment management and services to organizations as well as to individuals.
28. 401(k) and Other Pension Plans –
We service corporations by providing a well-rounded retirement platform including education, investment options, and third-party recordkeeping.
29. Dedicated Staff –
The Voyager team values a meaningful relationship with each of our clients.
30. Private Company with Local Roots –
We take pride in our independent status because it allows us to make decisions that are in the best interests of our clients.
31. Respected Community Member –
Voyager supports the local community by participating in civic projects and through financial contributions.