Investments
Using the structure and stability of the great value investors we build our own customized portfolio’s to serve all time-frames and needs.
FEE-ONLY | FIDUCIARY | LOCALLY-OWNED
Sather Financial Group Inc. is a “fee-only” financial planning and investment management firm responsible for overseeing more than $1 billion in client assets.
It is our belief that a “fee-only” financial planning and investment management business is the best way to take care of clients, always putting their interests first. In this manner, no income is derived from commissions or any other type of transaction oriented activity. All fees are earned as a result of asset management fees. Given this, the goals of the Sather Financial Group, Inc. remain aligned with the clients.
As a Registered Investment Advisor, we function as a Fiduciary, not as a salesman. A Fiduciary is legally obligated to do what is in the client’s best interest, whereas a salesman (ie-stockbroker) attempts to sell a product–whether or not it is in the client’s best interest.
Given this structure, if our client’s assets increase in size we get a pay raise. Conversely, if our client’s assets shrink, we take a pay cut. This platform is the best way we know of to keep our goals aligned with our client’s. It motivates us to keep client’s commissions and taxes low and make decisions that lead to increased wealth.
The focus of the Sather Financial Group, Inc. is based upon offering; customized, individual financial planning and investment management.
Key Points
In doing so each client has the opportunity to efficiently, and effectively, coordinate the following
Investments
Using the structure and stability of the great value investors we build our own customized portfolio's to serve all time-frames and needs.
Taxes
We don't file taxes however it is imperative that we understand the tax consequences of our investment decisions.
Insurance
We don't sell any insurance but will review all aspects including home, health, life, auto, liability
Estate Planning
We will proactively make recommendations on types of estate planning strategies and help in identifying appropriate attorney's.
Retirement Plans
We will advise on and manage a wide variety of retirement plan vehicles for our clients.
Asset Acquisition
Whether acquiring a house, car, business or a ranch clients need effective input to make the best decision possible especially on large one-off transactions.
Objectivity is obviously quite critical in developing a program that will take care of a client in the best manner possible. We don’t sell any type of product, fund family or work for any brokerage firm. The only person we represent is our client. As such, conflicts of interest are minimized.
Ultimately, the goal of the Sather Financial Group, Inc. is to take clients from point “A” today to point “B” in the future in the most logical and competent manner. In doing so, the clients’ interests are always put first.