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 Registered Investment Advisor 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 Registered Investment Advisor 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.