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Flagstone Financial Advisors, Inc.

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Flagstone Financial Advisors, Inc.

Overview:

Flagstone Financial Advisors, Inc., founded in 1999, is an independent, fee-only, registered investment advisory firm located in Basalt, Colorado. We provide investment management and financial planning services for individuals, families, small businesses and not-for-profit organizations. We share a commitment with our clients to the attainment of their unique financial goals. We strive to develop a lasting relationship with each client based on a foundation of trust and confidence.
We work with:

   Individuals
   Families
   Small Businesses
   Not-for-profit Organizations
Account Types:

   Individual
   Retirement
   Custodial
   Trusts
   Corporate
   Endowments
We Offer:

   Investment Management
   Financial Planning
   Education Funding
   Estate Planning Referral Network
   Complimentary Initial Consultation

Our Approach

   At Flagstone, we gain a thorough understanding of your particular financial situation, your goals and your tolerance for risk. Based on this understanding, we mutually agree on a diversified investment strategy intended to optimize your portfolio's performance while minimizing risk and volatility. Your portfolio is monitored continuously and rebalanced as needed to maintain your target asset allocation. We will also modify your investment strategy in the event of significant changes in your personal or professional circumstances.
   We are not speculators or market timers; rather, we focus on long-term investing. Although past performance may not be indicative of future results, your investment portfolio will include securities that have demonstrated long-term success in achieving consistent, solid performance. We will never sell you an investment or a financial product that pays us a fee or commission.
   We will provide you with quarterly reports of your investment portfolio, including performance as measured against standard indices such as the S&P 500 Index.

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