Betavisor is a privately-owned company, founded by Randy Kurtz. Randy is an independent, registered investment advisor who is legally bound to be your fiduciary. He's committed to trust, integrity and accountability.
What does that mean?
Every decision that Randy makes has to be in your best interests.
How are things structured?
The only person who pays him is you, the client. He doesn't get paid by funds or brokerage firms who want to sell you products or services.
Why is that?
Doing what is right for you is better business for me. My business grows by current clients being very happy and referring friends to me.
A fiduciary is a person or business who is legally responsible to act in the best interest of their clients.
For further research, search for “Randy Kurtz” or “Betavisor” on the regulatory sites below. Note that there is more than one Randy Kurtz. My CRD number is 4579297.
to have prudent portfolios, invest in low-cost ETFs, and minimize taxes.
to be in agreement on a sound and actionable plan for your retirement.
for you to be thrilled with my service.
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