Comprehensive Retainer Fee-Based Wealth Management entails working with clients to identify their lifelong goals, and implementing the core financial strategies to achieve them. It’s an ongoing commitment comprised of developing a customized financial roadmap best aligned with their
The comprehensive Retainer Fee-Based Financial Planning & Wealth Management we provide involves the coordination and execution of four specialized types of financial planning:
Learn more about our Comprehensive Wealth Management Services
We offer Multi-Method Investing® services, which simultaneously use multiple investment methods to capitalize on four different types of market environments, allowing the addition of a whole new layer of diversification to portfolios:
In addition to the passive strategic asset allocation approaches, we offer the investor access to highly active liquid, low-cost, transparent alternatives to hedge funds and private equity. Investments of this type have historically only been available at much higher cost and/or at much higher investment minimums.
The most effective way to maintain and potentially improve your standard of living in the long term is to systematically save and invest your earned income over time. We consider ourselves champions of the idea of systematic savings and investment, and have developed specialized proprietary strategies that attempt to maximize the benefits of this process for our investors.
4Thought provides you with actionable investment analysis and perspective on the financial markets. Make sure to contact us to determine whether any ideas presented are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio. Hear from Chief Investment Officer Jesse Mackey in our most recent Multi-Method Investing® Market Perspective.
—New York Financial Press
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The information provided by 4Thought is educational only and is not to be interpreted or construed as investment or tax advice.
© 2023 4Thought Financial Group Inc.
Investment Advisory Services are offered through 4Thought Financial Group Inc.,
Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure Disclosure BrokerCheck
Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at www.4tfg.com/performance-requests; or by phone at (516) 300-1617.
Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure Disclosure BrokerCheck
Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.
Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at https://www.4tfg.com/performance-requests; or by phone at (516) 300-1617.
