Leading Racine Financial Advisor

Who will be investing for me?

You will ultimately be investing for yourself. SLEY Capital Advisors L.P. is not an asset management firm where we would be in direct control of your capital and make decisions whenever we like. Although we do have a subsidiary which offers forex or currency asset management.

SLEY Capital Advisors L.P. advises on what may be some of the best performing asset managers, equities, alternative investments, and other financial instruments. You can then either invest in our recommendations directly; or by using a broker or dealer for purchasing the securities and other investment instruments.

Dont worry, we will help you with this part as well but understand that we are a fee-only financial advisor compensated hourly and cannot accept commissions on any investment we recommend.

Why choose SLEY Capital Advisors L.P. for my financial and investment advisory needs over other fee-only advisors?

Simply stated, we deliver the most complete and flexible consultations. Visit our philosophy and process pages.

Secondly, our fees are among the lowest in the industry because of our virtually zero overhead from doing consultations in-home or at a public place.

Why work with a fee-only financial advisor over commision based and aum(assets under management) fee based firms?

More expertise, for less. Fee only financial advisors are proven time-and-time again to provide:

Higher Objectivity and zero conflicts of interest

More Professionalism

Less expensive over the long-run

See these well recognized resources which explain why you should choose a fee-only advisor (click on link to go directly to source):

retireearlyhomepage.com/advise.html

theskilledinvestor.com

investopedia.com

What are the areas that will be assesed in the consultation?

We strive to deliver you the most complete comprehensive consultations, taking a holistic approach. Areas assesed will ultimately depend on you, and what your goals are.
We will look at:

Your investor profile and risk tolerance, to be able to deliver a plan you are very comfortable with,

your current assets, debt, investments, insurance, so we have an in-depth understanding of your current position,

and expenses, budgeting, and projections of each to enhance the accuracy of your plan and its ability to reach your goals.

All of the areas that are assesed help us derive the investment strategy which is appropriate for you. Since our investment philosophy takes a flexible approach it is essential we holistically understand your position and goals.

Call us at 262-939-8885 for other questions.