Fiduciary

image11

From a High Level

  

Betavisor is a privately-owned company. I am an independent, registered investment advisor. As such, I am legally bound to be your fiduciary. 


What does that mean?

  

It means that every decision that I make has to be in your best interests. How do I structure things? The only person who pays me is you, the client. I don’t get paid by funds or brokerage firms. I don’t get paid to sell you any products or services. 

  

I am committed to trust, integrity and accountability. I say what I do, and I do what I say. 


Why is that? 


Everything is based on integrity and trust, because doing what is right for you is better business for me. My business grows by current clients being very happy and referring friends and colleagues to me.  

That is the only way it works.

It is better for you, and me, for us to be invested in low cost ETFs. 


It is better for you, and me, to have conservative, prudent portfolios. 


It is better for you, and me, to minimize taxes. 


It is better for you, and me, for us to be on the same page with regards to a sound and actionable plan for your retirement. 


It is better for you, and me, for you to be thrilled with my service.

Further research

Feel free to research me on the regulatory sites below. You can search for “Randy Kurtz” or “Betavisor”. Note that there is more than one Randy Kurtz… my CRD number is 4579297.


https://adviserinfo.sec.gov/

https://brokercheck.finra.org/

Contact Us For a Complimentary Evaluation

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.