It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Investment Advisory Representative.
I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust IAR?
Investment Advisory Representatives are not here to sell, but to guide.
Investment Advisory Representatives are not tied to any specific family of funds or investment products.
Investment Advisory Representatives are here to serve your interests – no one else’s.
We Will…
Identify your needs.
Get detailed information about you, in order to better offer you advice.
Determine what your objectives are.
Evaluate your current financial state.
- Assets versus Liabilities.
- Cash inflow versus Outflows.
- Your Needs versus Your Wants.
Determine a financial plan that is tailored to you.
An ongoing review of performance.
Implement a financial plan.
Wealth Management
Tax Advisors
Insurance Services
Weekly Market Commentary
Weekly Market Commentary
-Darren Leavitt, CFA US equity markets forged another set of new highs in an extremely busy week on Wall Street. Global Central Banks took center stage, headlined by the Bank of Japan, the US Federal Reserve, and the Bank of England. The BOJ, as expected, moved away...
Weekly Market Commentary
Weekly Market Commentary - 3/15/2024 -Darren Leavitt, CFA Markets pulled back this week as investors assessed hotter-than-anticipated inflation data. US Treasuries sold off across the curve as the higher-for-longer narrative strengthened ahead of the coming Federal...
Weekly Market Commentary
-Darren Leavitt, CFA Markets pushed back on an early week sell-off to close at record highs for the S&P 500 and NASDAQ. A building sense that the market is due for a pullback was met with inline consensus inflation data, continued outperformance in the...
IRA Blog
REQUIRED MINIMUM DISTRIBUTIONS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: I know you can delay taking your first required minimum distribution (RMD) until April 1 of the year after you turn age 73. If you convert your entire IRA into a Roth before that date, but...
WHAT IS RETIREMENT? FANTASY VS. REALITY
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Three times a week, every week, we add to the Slott Report. Two article entries and a mailbag. All factual, measurable information. “This is what to consider when you name a trust as your...
HOW SECURE 2.0 IMPACTS COMPANY PLAN IN-SERVICE WITHDRAWALS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull out those funds while still working. The SECURE 2.0 law adds several new in-service...
Market Review and Outlook
June 2022 Market Review and Outlook
Monthly Commentary - June '22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022. All asset classes seemed to fall except for the US dollar. The month started with a “peak inflation” narrative that was...
April 2022 Market Review and Outlook
Monthly Market Commentary – April ’22 -Darren Leavitt, CFA Global financial markets had a rough month in April. Inflation continued to be top of mind for investors as data continued to show historic increases in prices. The Federal Reserve still appears to be behind...
March 2022 Market Review and Outlook
Monthly Market Commentary - March '22 -Darren Leavitt, CFA In March, global financial markets continued to be volatile, focused on the Russian/Ukraine war and inflation rates not seen in decades. Countries worldwide condemned Russia’s invasion of Ukraine and started...
A Legal Fiduciary Responsibility
As a Investment Advisory Representative, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
Alan Mott is a fiduciary financial advisor. A fiduciary financial advisor is held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Mott Investment Services, LLC and JWC/JWCA are unaffiliated entities., an SEC Investment Advisory Representative that specializes in building actively managed investment portfolios based on your goals and objectives.
FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.
If you have market based investments and are not happy with your performance, or you feel you are paying too much in fees I have announcement just for you; I am happy to announce my partnership with Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Mott Investment Services, LLC and JWC/JWCA are unaffiliated entities., a SEC Investment Advisory Representative that specializes in building actively managed investment portfolios based on your goals and objectives.
FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.
As a fiduciary, we are not paid commissions. Rather we are incentivized to grow your portfolio. The more you grow, the more we grow.
The last decade has shown us that the traditional buy and hold strategy of investing may not be the most efficient due to changing global valuations and extreme price movements. Instead of being constrained to a “fixed mix” of asset classes, FIA employs tactical asset allocation which allows the portfolio manager to change the mix of asset classes, find value across the entire global palette of asset classes and, if needed, move to cash.
In the past, I have helped your family with income planning or other insurance planning, I now look forward to discussing the rest of your financial picture and working with you on a comprehensive solution to help your reach your full financial potential. Please give me a call to schedule an appointment.
Our Services
We strive to provide access to services that are suitable to pursuing all of our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients.
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Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Mott Tax Advisory Services/Mott Investment Services, LLC and JWCA are unaffiliated entities.
For a copy of JWCA’s Form CRS or JWCA’s disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically.