WHAT DO WE STAND FOR?
The Janiczek® Ten Commandments
WHAT DIFFERENTIATES US?
While we believe Wall Street and global financial institutions, large and small, could greatly serve and benefit individual high and ultra-high net worth investors, we think a disconnect occurred that has made it terribly difficult to decipher between the wheat and chaff.
Simply put, we determined that individual investors need the confidence that comes from a competent professional intermediary – who can fully and consistently deliver on five standards of excellence – to filter through the noise, hype, data and emotion to serve them:
5 STANDARDS of EXCELLENCE
Legally bound to do what is in their best interest 100% of the time
No selling of products, or earning of commissions
No undisclosed arrangements
No narrow scope limiting the advisor’s perspective – our Evidence Based Investing and Strength Based Wealth Management is our full breadth approach
No proprietary products, we offer comprehensive access to broad offerings globally
These “Fundamental-Five,” standards enable us to act like your personal CFO (Chief Financial Officer), seeking to constantly do what is in you and your family’s best interest to preserve and grow your wealth. We take care of the details while we periodically review results and check in with you to maintain alignment.
Watch as our Founding Partner, Joseph Janiczek tells the story of how we came to be: