At Talisker Investment Group we only have one goal every year: deliver positive financial returns, regardless of market conditions.  How many other investment firms are focused on delivering results, regardless of market conditions? 

Fee-Only Investment Advisor

Is your current investment manager driven by results or commissions?

At Talisker Investment Group we don’t charge sales loads or commissions. The average sales load on a mutual fund is 5%, which you pay up-front! Once you have paid the advisor “up-front”, what incentive do they have to make your investments perform?

Talisker is a fee-only advisor. This means we charge an annual fee based on assets under management. Because our fee is a fixed percentage of assets under management, our incentive is to grow your account. Aligning compensation to your goals (growing your investments) is the best way to ensure results.

Monthly Communication

When was the last time you heard from your advisor? Months? Years?

At Talisker Investment Group we communicate with our clients monthly. At the end of every month you can expect a letter detailing not only “how” your account is performing, but also “why”. Do you receive this level of personalized service with your current advisor?

In addition to monthly letters, you will also receive an Annual Forecast at the beginning of every year. Talisker’s Annual Forecast will give you insight into our investment themes and economic outlook for the year ahead.

Outstanding Portfolio Returns

Is your current advisor proactive, reactive, or inactive?

At Talisker Investment Group, we are focused on doing one thing exceptionally well—professionally managing your money. Did you know that over 90% of all mutual funds & annuities under-perform the S&P-500?

But still most big Wall Street firms are focused on selling investors stocks or mutual funds with upfront sales loads. These firms tell you when to buy, but do they tell you when to get out? Additionally, their investments only make money when the market goes up. The point of having an investment advisor is not to get advice; it’s to get results.

Are you getting RESULTS?

At Talisker Investment Group our investments are designed to profit regardless of market conditions. We combine macro-economic trends, market cycles, and technical analysis to deliver outstanding results. This dynamic strategy gives Talisker the opportunity to make money in both up and down markets. 

Important Disclosures

©2007 Talisker Investment Group, LLC.  A Registered Investment Advisory.  All rights reserved.