Our goal is to create long-term relationships with our clients. As such, we are willing to invest our time and effort in understanding your needs and personal goals. Working with Noyes Capital may help you:
- Get organized
- Free up your time
- Reduce your expenses – interest, taxes, fees
- Maintain a clear financial roadmap
- Improve your prospects for investment success
We are passionate about helping you and your family work towards financial success.
We Help Simplify Your Financial Life
We offer broadbased financial planning and investment management services. Whether your concerns are retirement planning, investment analysis, college planning or estate planning, we help organize the relevant issues and present you with a simplified list of choices and tradeoffs. In most cases, we design an overall financial plan to focus on your long-term strategy. We then design your investment portfolio to work together with your financial plan and personal goals. We help you focus on strategic decisions rather than the detail.
We May Improve Your Prospects for Investment Success
Our focus is to design your portfolio to coordinate with your goals, risk tolerance and income needs. We listen to your personal experiences, goals and detailed needs. Your investments need to work for your benefit in a manner whereby you maintain strategic control.
We typically design your investment portfolio with five key elements in mind:
- We believe in long-term investing, not active trading.
- We diversify your investments using mutual funds, ETF’s, bonds, income securities and other investments. This helps make your investment returns more consistent for a given level of risk.
- We focus on tax-efficiency to help minimize your long-term tax burden.
- We strive to keep your transaction costs and fund management costs low by using institutional grade mutual funds and low-cost exchange traded funds.
- We use our 26 years of industry experience to create a forward looking long-term asset allocation. We believe in business cycles and manage your investments accordingly.
We do not leave your investments on auto-pilot and we are available to consult with you on a regular basis. Your investments will receive hands-on, experienced investment supervision.
A Better Business Model
When Scott Noyes started the firm, he made a conscious decision to structure the firm as an independent, fee-only, Registered Investment Advisor. This business model creates several benefits for you:
- We manage your money on a continuous basis rather than as a one-time sale. This means we work to maintain your trust every day.
- As an independent firm, we are not pressed to sell any specific investment products for any company. We can select investments from the universe of available products with your best interest in mind.
- As a fee-only advisor, we are only paid by you through our planning or investment management fees. We do not charge any commissions or have any hidden fees.
- As a Registered Investment Advisor, Noyes Capital has a fiduciary duty to our clients; we are held to high ethical standards and must act in your best interest.
We strongly prefer our business model to that of a stockbroker. It is designed to be as ethical, professional and unbiased as possible.
We Build Trust
The foundation of your relationship with an advisor is trust. We volunteer information about our licensing, registration and compliance records so that you can make a safer advisor selection decision. In addition, as an independent, Registered Investment Advisor we are an acknowledged fiduciary and held to high ethical standards. We must act in your best interest. Noyes Capital is a:
NAPFA Fee-only Financial Advisor
Paladin Registry 5-Star Rated Advisor
Fiduciary Advisor
SEC Registered Advisor
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