Frequently Asked Questions

Are Puzzle's Advisors Fiduciaries?

Yes - In advisory accounts, your advisor at Puzzle must put your interests before their own and act in a fiduciary manner when making any recommendation to you.

What Qualifications and Accreditations Do You Have?

The advisors at Puzzle bring an average of 25 years experience in advisory experience.  Our team is continually learning and has various accreditations. 

What is your Investment Philosophy in the Stock Market?

We utilize our proprietary equity strategies designed for a combination of income and growth over time and will be tailored to your specific situation.

What is your Investment Philosophy in the Fixed Income Market?

We recognize that this portionof your portfolio is designed to be your "safer" money.  We look to be conservative from a principal protection standpoint and to generate a dependable income stream.  These are your assets to get you through a long, turbulent stock market.  Stability is our goal here.

What is your Investment Philosophy in the Alternative Investment Market?

With volatility in both the equity market and the fixed income market, your portfolio may benefit from diversification beyond traditional investments.  We partner with external asset managers to gain exposure in niches such as structured notes, private real estate, private debt and private equity.

What is Puzzle's Minimum?

We're happy to speak with anybody.  However, we've found our maximum impact for clients starts once we're managing at least $1,000,000.

What are your Fees?

Typically, we'll work on an advisory cost basis, where you'll pay an all encompassing fee for your asset management and financial planning.  As the size of the relationship goes up, your fee may go down.