Investments
When we discuss investment choices, it's always about our clients. We work very hard to understand their unique needs, short-term and long-term goals. If distributions need to be taken, we incorporate them into our planning.
Rubin Financial Advisors specializes in searching out and utilizing all investment avenues to find just the right solutions for our clients.
We will usually offer a variety of recommendations, incorporated into an individual Investment Policy Statement. This Statement serves as a roadmap for all of us. We state the objectives for the investment, what investments we will utilize to meet the objectives, and how we will measure success. We use this "IPS" to make sure that we are keeping to our stated goals and to make some changes if clients' needs have changed.
Communication with our clients is foremost. In the first year of investing for a client, we like to schedule quarterly meetings so that everyone will get comfortable with our system and so that we can really get to know them. Our door is always open, and we promptly return all calls.