At Investology Inc. advisors, we believe incentive alignment is critical to earning clients’ trust and respect. Investology advisors started in 2003 to provide sound and independent investment advice to clients who are in need for unbiased professional financial guidance.
One of the key allies to every advisor is their custodian; at Investology we use Charles Schwab Advisor services as our primary custodian.
The challenge of building and protecting substantial wealth requires expertise and entrepreneurial thinking with a commitment to personal service.
Our professionals average more than 20 years of experience in financial products and assets management.
Our Fiduciary Oath
- We will always put the clients’ best interests first, ahead of our own and those of our firm and its employees. We will act as a fiduciary.
- We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. When selecting investments, we will act as the client’s agent, seeking the best investment at the best prices at all times.
- While neither we nor anyone can promise superior investment returns, we will provide impartial advice.
- We will not mislead clients. We will provide full and fair disclosure of all important facts.
- We will avoid conflicts of interest. We will fully disclose and fairly manage in the client’s favor, unavoidable conflicts.Investology, Inc. is a registered investment advisor with the State of Virginia and pursuant to pertinent laws and regulations.