STANDUP Advisors was founded with clients in mind. The team’s goal is to make the world a better place by using products and strategies that are based on research and evidence to produce superior client outcomes. Accordingly, we feel that low-cost, broadly diversified products are the best tools to help people reach their investment objectives. Too often, advisors use either products that are too expensive for what they deliver (reducing returns needlessly) or individual securities that are too volatile (increasing risk that could otherwise be reduced significantly).

By combining low-cost, broadly diversified products with personalized and comprehensive planning at a reasonable fee, our clients can focus on their most important financial goals. Too many people are getting questionable advice and paying too much for investment products. If you’re currently working with an  advisor who is stuck in the outdated paradigm of picking expensive actively managed mutual funds on the premise that past performance will continue in the future, you need to know that there is a better way. The time has come to STANDUP to the Financial Services industry by challenging tired and unproven value propositions by meaningfully moving to a more evidence-based outlook. Old school advisors are a significant part of the problem and we’re determined to work arm in arm with investors to be a part of the solution.

The people at STANDUP Advisors believe the financial services industry can do better.  We invite you to set up a meeting so we can show you how.