Starfox Financial Services, LLC
traces its roots to 2002 at a major firm and was founded in 2006 as an independent Registered Investment Advisor (RIA) with a focus on serving the unique needs of the affluent investor. As an independent RIA with the motto Faith, Family, Finance, we are able to offer wealth building tools and advice without bias or conflict of interest. We work for our clients and not a brokerage firm or bank to achieve our clients’ desired outcome using a collaborative team-based approach.
The assets of our clients are held at a leading custodian that is independent from Starfox Financial. Both Starfox Financial and its independent custodian are financially strong, never taking a bailout. Our clients’ best interest is the standard as a 100% fiduciary advisor.
|Starfox Financial Services, LLC||VS.||Broker Model|
|Must offer “best advice”||Offers “suitable advice”|
|Must disclose all conflicts of interest||Does not have to disclose all conflicts|
|Must consider costs; transparency||Does not have to consider costs|
|Uses an independent third-party custodian||May use an in-house custodian|
|Goals-based portfolios||Commission-based and product-based selling that benefits an advisor is ok|
|Cannot promote proprietary products||May promote proprietary products|
Our Investment Philosophy
Our investment philosophy is based on five basic rules and an understanding that risks and opportunities associated with various asset classes change constantly based on changes in market and economic conditions is key. It is vital to tactically adjust asset allocations as market and economic conditions change which Starfox has done through different market cycles. Given our tactical approach to risk management, we tend to be overweight in areas of increased value and underweight in areas of excess risk or expense.
In House Research
Our research team provides ongoing and real time analysis of a broad range of financial data, historical trends and economic indicators. Our broad-based research provides a thorough understanding of current and potential market conditions and is a critical component in our tactical asset allocation strategy.
Our team has specific experience with retirement planning, tactical wealth management, income and estate tax minimization, asset protection, philanthropic planning and college planning. We are committed to a client’s financial success and delivering the highest levels of service over the long term. With a strong belief in continuous learning to assist clients in achieving more in an ever-changing world, some of our team members have achieved the following professional designations and qualifications.
- Certified Financial Planner™ or CFP®
- Chartered Advisor in Philanthropy® or CAP®
- Chartered Retirement Planning CounselorSM or CRPC®
- Certified Divorce Financial Analyst™ or CDFA®
Jose receives great fulfillment in assisting his clients to reach their financial goals and improving their quality of life, by providing wealth building tools and advice with full disclosure of any bias or conflict of interest.
Bill enjoys working with professionals, business owners and their families to pursue their goals of financial independence and freedom.
Karla is experienced in working with local businesses and individuals to better meet and exceed their goals.
Alex is excited to use her skills to further develop and promote Starfox’s capabilities to better serve our clients.