The Albion Advantage
Tenure
While the average tenure of mutual fund investment managers is
less than two years, the core members of our investment management
team have been together for two decades. Albion prides itself
on low staff turnover. Consistency of personnel allows us to provide
stable, client-focused investment management and financial advice.
Knowledge
Our integrated team of professionals is large enough to allow
us great depth of knowledge yet small enough to maintain open
communication channels with our clients.
Easy Access, Quick Resolution
Albion's experienced staff provides a degree of access rarely
found with other financial service providers. Our expertise and
experience allows us to quickly and effectively resolve client
issues.
Fee Only
Albion Financial Group is a fee-only firm. Unlike most
financial service providers, Albion sells no products and
collects no commissions or hidden fees. Investment
Management clients are charged a percentage of assets
under management, with no backloads or cancellation fees.
Private Wealth Management
clients are charged an agreed upon fee for our broader planning
and wealth management services. The fee-only approach ensures
you receive custom tailored services with no conflict of
interest.
