Broker Check

Your journey to “Financial Well-being” is Our Primary Focus!

You should know-

We understand the many challenges you, your family and business face; in particular during these trying times. Our passion and commitment are clear; the financial well-being of your family, your employees and you.

and what we do-

De Soto & Company is an investment and asset protection organization that focuses on Holistic financial advice and planning.

Your investments and asset protection products should work together to achieve your goals. Whether we speak about retirement goals, education and legacy goals or even special needs and trust goals, we understand their inter-dependency.

and what we believe-

So, we believe in first clearly identifying and understanding your goals.

We believe that managing risk and identifying risk tolerance is of paramount importance; perhaps as important as managing returns. Variables, such as geopolitical environments, shifting governmental policies and consumer trends contribute to market volatility and uncertainties. Given these variables, it seems unfair to blame investors for emotionally managing their investments.

We believe in implementing proven strategies that include diligent monitoring of market movements. We focus our attention on:

  • Asset Allocation; to desired asset classes,
  • Diversification; within the chosen asset classes,
  • Vigilant observation; of cost and expenses,
  • Methodical portfolio monitoring and rebalancing.

Through uncompromising dedication and commitment to the highest level of professionalism, we accomplish our vision / mission of assisting our clients in planning and protecting their financial well-being and that of their families.

We are committed to provide our clients with:

  • The benefits of our independence;
  • Education about products and strategies;
  • Guidance and advice in their decision-making process;
Client Centered

Through uncompromising dedication and commitment to the highest level of professionalism, we accomplish our vision / mission of assisting our clients in planning and protecting their financial well-being and that of their families.

We are committed to provide our clients with:

o the benefits of our independence;
o Education about products and strategies;
o Guidance and advice in their decision-making process

An Independent Advisor- What does it mean to you?

The term "Independent Financial Adviser” (IFA) was coined to describe advisers working independently for their clients rather than representing a particular or specific insurance company, investment bank or financial institution, etc.

As fiduciary, the Independent Advisor, is held to the highest standard of client care – and is committed to always act in the best interest of his clients.

An Independent Financial Advisor is able to provide unbiased solutions tailored to each individuals’ needs and circumstances.

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