A full-service investment firm, Winslow, Evans & Crocker, Inc., was founded on the
idea that every investor has unique needs. Their highly trained and experienced
investment professionals carefully select the investments offered through Effortless
IRA. Beginning with your initial consultation with a Winslow Certified Financial
Planner or comparably trained professional, they will work with you individually
to create a personalized investment mix to match your investments to your goals.
They will continue to help you as your needs change over time, with the goal of
helping you to ensure that your investments remain on the right track.
Receiving investment advice from a Registered Investment Advisor (RIA) can be expensive;
it is not uncommon for some RIAs to require a minimum account balance of $250,000,
or to charge significant per-account investment management fees. Winslow, Evans,
& Crocker believes that all investors should have access to the best they have to
offer, free from off-the-shelf limitations. By joining many other Effortless IRA
account owners, you will share in the group purchasing power that provides you with
a direct connection to a team of internal experts with specific industry knowledge
and resources.