Disciplined Investors, L.L.C. provides investment management and advice for individuals, retirement plans and trusts. Founded in 1999, we specialize in offering advice that is objective and independent. As a fee-only advisor, Disciplined Investors has the client's interests in mind with no incentive to trade frequently or purchase securities that pay higher commissions.
In fact, as a Registered Investment Advisor, we have a Fiduciary Duty to act in the best interests of our clients. We provide investment management of customized portfolios including both taxable and retirement accounts. We also help prepare retirement projections and financial plans to enable clients to understand future risks and needs.
In fact, as a Registered Investment Advisor, we have a Fiduciary Duty to act in the best interests of our clients. We provide investment management of customized portfolios including both taxable and retirement accounts. We also help prepare retirement projections and financial plans to enable clients to understand future risks and needs.
Services
About Us
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Todd Stoner, Russell Livesay, Sabrina Moore, Cheryl Traudt and Angelo Ochoa comprise the Disciplined Investor's Advisory Team. Each is committed to helping clients achieve their financial goals and maximize their investment returns through applying long-term disciplined investing principles. Disciplined Investors, L.L.C is a Registered Investment Advisor (RIA).
Services
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A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client's specific situation and needs without concerning ourselves with the agenda of a parent company. We treat our clients as individuals and not numbers.
Investment Management
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Investment management is at the heart of what we do for our clients. Your personal financial objectives - from building a retirement nest egg, to maximizing those savings in retirement, to generating the most tax-efficient income - are our guide to managing your assets. With each client, we will customize a balanced and diversified portfolio built with all of your personal aspirations in mind.
Financial Planning
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Planning for the future is often avoided or feared by many individuals, but it is essential in preparing for retirement or other financial goals. A long-term saving and investment strategy should be built on a sound financial plan. We can provide financial modeling and tools to help determine how much additional savings will be needed to reach individual goals in retirement.
401 k Solutions
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Disciplined Investors, L.L.C offers a comprehensive 401(k) Plan solution for companies of all sizes. We do this through an "open architecture" design that allows us to help the Plan Sponsor select mutual funds that are the best fit for the organization. We generally attempt to use a mixture of both index-based funds and actively managed mutual funds to comprise the fund line-up.
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