Listen to how Mark Matson defines an Investor Coach in 48 seconds by clicking this play button.
We reference the phrase “Investor Coach” in several places on our site. What exactly is an Investor Coach?
An Investor Coach is a fee-based, independent, registered investment advisor, who:
- EDUCATES his clients, with ongoing seminars about the discipline to stay with proven diversified investment strategies
- MEASURES the risk of investments
- CREATES the appropriate portfolio for you
- REBALANCES your portfolio is periodically to keep your risk parameters in line
It’s a long definition, so that’s why we simplify it to “Investor Coach”.
On the football field, during the game, things move fast. Out there, with 3rd down and long yardage, the last 2 minutes of the game, would you want a planner to help you? Imagine. A guy in a suit strolls out on the field with a white board and starts talking about winning plans. By the time he’s done, the game is over, and you’ve lost.
During a heated competition, which is what any day on Wall Street can be, you want a coach. Someone you’ve worked with and trust, someone who is not afraid to roll up his sleeves, step in the mud with you, and give you that winning play.
We are investor coaches, because we work with you in training, make sure we both have a clear understanding of the game plan, and then we encourage you through the game. Tom Landry once said, “A coach is someone who sometimes must tell you what you don’t want to hear, who has you see what you sometimes can’t see, so you can become the best you can be.”Investor Coaches have your back–they don’t represent certain products or certain companies, they represent you! To hire your own team of Investor Coaches, call the professionals at Mathies Financial Partners (previously Prestige Wealth Management) for a free portfolio check up. We’ve got your back! (719) 434-3939
Here is a short video for you on the history of Investor Coaching from Mark Matson. Enjoy!