Please click the questions below to discover the answers.
When was your firm founded?
Disciplined Investors, L.L.C. was founded as an independent Registered Investment Advisor in 1999 by Todd Stoner. Russell Livesay joined Todd as a business partner in 2007.
What does being a Fiduciary mean?
Investment advisors owe a fiduciary duty to their clients. The fiduciary duty that advisors are held to is an exacting one. As fiduciaries, advisors must act in the best interest of their clients in all matters connected with the advisor-client relationship, and not for their own personal interest. This duty requires scrupulous good faith and candor. Advisors must act in complete fairness and never exert any influence or pressure, take selfish advantage, or deal with clients in such a way that it benefits them or prejudices the client.
Why do I need a financial advisor?
Few investors have the experience, time, access to information, and discipline needed to successfully manage their invesment assets.
Who are your clients?
We manage money for a diverse group of clients, including individuals, trusts, estates, charitable organizations, businesses, 401(k) Plan Sponsors and each of their individual participants.
What type of investments do you use?
This depends on the client. Investment strategy is determined after a meeting with each client to understand their goals and objectives.
Where will my account be located?
Charles Schwab and Company Inc. serves as our primary custodian. Your account will be held in your name, with Disciplined Investors, L.L.C. having discretionary authority to make investment decisions on your behalf.
How is your firm compensated?
We are fee-based and compensated only by our clients based upon the assets under management. The percentage decreases as the asset level increases.
How do I become a client of Disciplined Investors, L.L.C.?
Contact us to schedule an appointment so that we can gain a better understanding of you and your goals.