About

Why chose Budak Financial Group?

We are Bold:
Instead of following the big-box profit driven model, our company is structured around our clients. As a Registered Investment Adviser, we have a fiduciary duty to act in our clients best interest. This legal responsibility is our guiding principle and the foundation on which everything we do is built.

We are Unbiased:
As a “Fee Only” firm, our only compensation is an asset based management fee. We do not accept any form of outside or hidden compensation. This means we answer only to our clients and they never have to question our motives.

We are Dynamic:
We actively manage our client portfolios. Instead of “buy-and-hold”, we employ buy and sell disciplines in order to dynamically adapt to current market conditions.

We are Autonomous:
Our autonomy sets us apart from other independent firms who choose to have their client assets held at broker-dealers like Schwab or TD Ameritrade. Our main platform is through a non-brokerage company that only performs the duties of a Custodian. This provides us with the ability to eliminate the broker-dealer type conflicts normally outside the control of the independent firm. Freedom and flexibility being paramount, we also utilize other platforms (custodians). In doing so, we offer the ultimate flexibility to our clients and we are free to explore the entire universe of investment options in order to meet your individual needs.

We are Knowledgeable:
We employ fundamental, technical, and quantitative techniques to uncover opportunities in any market. We believe that no one person or strategy can consistently beat the market. Those who claim differently are either being untruthful, or fools. Information in the financial markets changes too quickly for there to be a magic bullet. Therefore, knowledge is really a moving target. One that must be pursued relentlessly.

In short, we’ve removed all the negative fine print from our client relationships.  If you would like to learn more, please do not hesitate to contact us for a no-obligation consultation.  Also, if you haven’t done so already, please review the “Lesson’s” below to learn how the financial services industry “fine print” affects you.