Frequently Asked Questions

What makes you different?

At Madelor, our client commitment extends beyond simply taking care of your finances. We provide services with keen attention to detail and empathy and always keep your goals firmly in our sights. With our in-house research team and financial planning experts, we're well-equipped to advise you in today's financial landscape.

What are your Services?

Our comprehensive wealth management services integrate all aspects of planning and investment management to provide individually tailored solutions.

What Financial Planning Services Do You Provide?

At Madelor, dedicated financial planning is at the heart of what we do, crafting a detailed strategic plan to help you navigate the best route to realizing your life and investment goals. This service is complimentary for all clients who choose Madelor to manage their investment management needs.

What Does Being Independent Mean?

Being independent means we are a privately owned company with no external investors or parent company, so our sole allegiance is to our staff and clients, and we work exclusively for their benefit.

Tell Me About Your Investment Philosophy.

Our investment philosophy is grounded in fundamentals, current conditions, and macroeconomic events. We make strategic amendments when needed while remaining aligned with your needs and objectives.

Can you explain the fiduciary standard?

The fiduciary standard is a legal obligation that we adhere to. It means we are ethically and legally bound to prioritize your best interests and ensure no potential conflicts of interest.

What securities do you buy?

We use many different assets depending on client needs, including equities, bonds, exchange-traded funds, mutual funds, cash, and alternative assets such as REITs, cryptocurrencies, or commodities.

Do you offer discretionary investment management?

Absolutely. We begin with a detailed discussion of your investment plan to ensure you're fully informed about your strategy. Once we begin trading, we proactively execute decisions on a discretionary basis.

How do I become a client?

Our journey usually begins with an initial discussion to listen to your needs, allow you to ask questions, and determine if we're the right match for each other. We'll review your planning needs and any existing investment portfolio during this phase.

How long must I commit?

There isn't a specific timeframe you're required to commit to, but we highly advise a long-term perspective when initiating a new investment strategy or relationship.

How will we communicate?

Our web portal offers access to your account anytime, and you will also have regular conversations with your dedicated Account Manager.

Will you talk to my lawyer and accountant?

Absolutely. We work closely with your other advisors to prevent duplication of effort and ensure we are all pulling in the same direction.