With America’s Independence Day having come and gone for this year, I am reminded by an industry friend (Thanks John!) that Upleft and our clients have several great reasons to celebrate a different type of independence.  Upleft exists completely independent of the “Big Banks” and brokerage firms that control so much of the investment landscape, and this adds a great deal of value to our clients.  

Here are just a few reasons why this matters:

1.  Upleft answers only to our clients.  Without thousands of company shareholders, a far-flung board of directors, and scores of analysts to answer to, we never have to divide our loyalty to our clients or compromise in our commitment to always do the right thing for them.

2. We work to a Fiduciary Standard.  This is our commitment to live up to the ideals above of always putting the best interests of clients first.  A quick Google search will show that many of the largest entities in the finance industry today are lobbying hard against having to adhere to such a standard.  As a Registered Investment Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional, we have an obligation to live to this higher standard of care.

3. We have the freedom to do whatever it takes.  Upleft Financial has no proprietary investments products.  There is no pressure to provide a specific solution to any client.  Taking into consideration only the needs of an investor, we can use any technology, processes, and investment strategies that we believe provide the best opportunity for a client achieving their stated goals.

Thank you for joining in this observance of Upleft’s independence.  There may not be any firecrackers (they scare the dogs), but we still find the idea to be worth celebrating.