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By signing up for our email updates, you will receive both our blog posts and our more in depth quarterly newsletters. Any material contained in our blog or newsletters is provided for informational purposes only. No information, opinions or suggestions, explicit or implied, shall be deemed to constitute investment advice, or a recommendation to buy or sell any financial instrument or security, or to pursue any investment strategy. Furthermore, any opinions of our's may be current only as of the date published and may become outdated or subsequently changed without notice. Blackhaw Wealth Management, LLC, only renders investment advice to clients of the firm.
Here are some of the most frequent questions we hear from prospective clients. You can learn more about Blackhaw Wealth Management, LLC, our founder, the difference between a broker and a Registered Investment Advisor, the significance of the CFA charter, and much more.
You should choose Blackhaw Wealth Management as your financial advisor because we provide the exclusive investment expertise you want and deserve. We aren't distracted by affiliate or referral relationships nor are we in the business of selling high-fee products. Our purpose is to be your chief investment officer and trusted lifetime partner. We have many years of successful professional experience and manage our clients' investments as if they were our own - with diligence, thoughtfulness and professionalism.
- What are Ian McAbeer's investment background, credentials and education that qualify him as a financial advisor?
Ian McAbeer has many years of professional experience making investments on behalf of- and managing portfolios for high net - worth clients. Prior to founding Blackhaw Wealth Management, Ian was the Director of Research and Investment Management for a family office investment company and private foundation. In this role he was responsible for all investment research and analysis, including fixed income, public equity, private equity, hedge funds, and foreign currency transactions.
Ian holds a Master of Business Administration from the University of Texas at Austin (UT), with a concentration in finance and a specialization in investment management and security analysis. While at UT, Ian served as a Portfolio Manager to The MBA Investment Fund, LLC, a private investment company, and was a member of the Venture Capital Fellow. Ian is also a Chartered Financial Analyst (CFA) - the most rigorously-focused professional investment credential available.
Many brokers refer to themselves as financial advisors or financial professionals but these titles are meaningless. Financial professionals are either broker-dealers, or Registered Investment Advisors. Registered Investment Advisors such as Blackhaw Wealth Management have a fiduciary duty to their clients and are legally required to always put their clients’ interests first. Brokers are merely held to a suitability standard; they do not have a fiduciary duty to their clients. Brokers sell financial products and make a commission for doing so. They have no legal obligation to put their clients' interests ahead of their own. Before you hire any financial professional, ask if they are a Registered Investment Advisor and if they have a fiduciary obligation.
A Chartered Financial Analyst (CFA) is a professional credential that is awarded by the CFA Institute - a global association of investment professionals. The CFA charter is the most rigorously focused professional investment credential available and is only awarded to those demonstrating a very high level of ethical, educational and professional excellence.
Among other requirements, CFA Charterholders must pass three six-hour examinations over the course of three years, have four years of work experience in a direct investment decision-making role, and an undergraduate degree from an accredited university. The CFA curriculum focuses on economic, financial and quantitative analysis; valuation of equities, bonds and derivatives; alternative investments, portfolio management, and ethical standards of professional conduct.
We are a fee-only financial advisor. Our clients pay us for the investment management services we provide to them. Our fee is tiered, beginning at 1% and declining thereafter based on the level of assets under management. We do not charge commissions or account fees and we never accept sales commissions, referral fees or any other form of compensation.
None. Blackhaw Wealth Management is a product-independent financial advisor and does not represent any other financial institutions. Having complete independence allows us to evaluate a broad range of investment opportunities and create tailored solutions for our clients.
- If you are going to manage my account, will you obtain my permission every time you buy or sell an investment?