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JEFF KANTOR

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A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisors (RIA), Steward Partners Investment Solutions and Steward Partners Investment Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

**https://www.sec.gov/divisions/investment/advoverview.htm

 
 

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Our Services

ESTATE, CHARITABLE GIVING AND TRUST

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

FINANCIAL PLANNING

Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

INVESTMENT STRATEGIES

We sift through the many investment strategies, managers and products to uncover those we believe to be of the highest caliber, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.

LONGEVITY PLANNING

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

PORTFOLIO MANAGEMENT

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.

RETIREMENT PLANNING

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and a high level service to our clients and their families.

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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.


 

Keys to a Successful Relationship

MUTUAL RESPONSIBILITIES

Working together is essential to effective wealth planning. To this end, we both need to make your wealth management strategies a priority. We will:

 
  • Agree to keep each other informed of any new developments that might affect these strategies
  • Agree to take the time to regularly review your plan
  • Be both honest and forthcoming about your financial situation
  • Work to develop mutual trust, respect and understanding

MY RESPONSIBILITIES

My goal is to consistently and responsibly perform all requested services and that I will be available when you need me. I will:

 
  • Treat you with respect, honesty and dignity
  • Act as your advisor, putting your interest first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
  • Explain the implications of the strategies I propose
  • Review your investment accounts with you 
  • Update you by email, mail and telephone
  • To be available to meet with you regularly to review your Investment Plan

YOUR RESPONSIBILITIES

Effective Communication and mutual respect are essential to a successful partnership, so I expect:

 
  • Trust
  • Respect
  • Honesty
  • Complete disclosure
  • Sincerity
  • Commitment
 

I expect you to understand that my recommendations are always based on your best interest. As my client, you need to know that all investment, estate and insurance advice are based on the information you provide. I expect you to participate enthusiastically in the wealth management process. Finally, since the growth of my business is achieved through qualified personal recommendations, I expect you to give me an honest opinion of my services and introduce my services to others if appropriate.

Recognition

We pride ourselves on delivering a high level client service with an unwavering commitment to excellence.
STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
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Our Office

Steward Partners Global Advisory
4949 Meadows Road, Suite 400
Lake Oswego, OR 97035
Phone:
Jeff (971) 353-7788
Marie (971) 353-7774
Email:
jeff.kantor@stewardpartners.com
marie.clow@stewardpartners.com
 
 
 

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