To view your investment account:
OUR Investment Approach – Working With You
Based on your personalized plan, we determine the best mix of products to suit your goals and risk tolerance. We follow a disciplined approach to investing, where we trust in markets, avoid emotional decisions and minimize expenses and taxes.
Our Investment Philosophy
What makes our investment philosophy different is that we believe in long-term solutions and trust in how the markets work.
"How to Win the Loser's Game" by Sensible Investing
Landmark documentary featuring interviews with some of the biggest names and brightest minds in the investment world. A simple way to explain how complex stock markets really work!
November 5, 2014
Learn the facts behind proven successful investing. We educate
you on where your money is going and help you avoid risks not
worth taking.
"The Power of Markets" by Dimensional Fund Advisors LP.
Increase your chances of having a successful investment experience. Forget fancy marketing, evidence is the best teacher!
February 10, 2014
After interviewing the world's greatest investors, Tony Robbins also believes in trusting in the markets and reducing fees.
"Four Keys To Start Investing." This is the summary of an excerpt from Marie Forleo's interview with Tony Robbins.
May 26, 2016
Understanding the MARKETS
Knowing how the markets work will help you better
understand how to invest. Download "Pursuing a Better Investment Experience" for the 10 key rules that will guide your success.
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Embrace Market Pricing
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Don’t Try to Outguess the Market
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Resist Chasing Past Performance
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Let Markets Work for You
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Consider the Drivers of Returns
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Practice Smart Diversification
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Avoid Market Timing in Your Portfolio
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Manage Your Emotions
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Don’t Confuse Entertainment With Advice
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Focus On What You Can Control
"I have known Ferdinand since December 2006 and have found him to be completely trustworthy as my financial advisor, doing what is best for my portfolio. We have also become good friends and can have frank discussions regarding what is best for my personal investments. I have complete trust in our relationship and look forward to future dealings." Robert S. Retired Telecommunications Technician
"I am in my 80s and have been dealing with stocks and bonds on and off for 60 years. I have dealt with many financial advisors – some good ones and some indifferent. Most claimed that the interest of the client was paramount, but only one – Ferdinand Milan – has lived up to that expectation." Brendan H. Retired School Principal
“It is a great pleasure having Ferdinand as my Financial Advisor. I’ve found him to be trustworthy and reliable. I was impressed with his communication skills and ability to explain my portfolio in great detail. I now understand how important it is to revise my portfolio and improve my estate planning. I am confident in Ferdinand’s ability as a Financial Advisor.” Carol M. Sole Proprietor
"I have known Ferdinand since December 2006 and have found him to be completely trustworthy as my financial advisor, doing what is best for my portfolio. We have also become good friends and can have frank discussions regarding what is best for my personal investments. I have complete trust in our relationship and look forward to future dealings." Robert S. Retired Telecommunications Technician
What our clients say...
Investment products are provided by Aligned Capital Partners Inc. (ACPI).
ACPI client accounts are held at CI Investment Services (CIIS).
For more information contact Ferdinand Milan at fmilan@alignedcp.com
