Our head of research left her industry licenses behind to join investor.com. As a privately held company, investor.com is not backed by venture capital investors and is completely independent from the industry.
As our client, investor.com is working for you, not the industry. Our comprehensive research starts with the entire universe of advisory firms (over 17,000) instead of a “pre-qualified network”.
Unlike our “free” competitors, we will not sell your personal information and investor.com refuses fees for lead referrals and listing placements.
1. Together, in a private, virtual meeting with investor.com’s head of research, Jessica Hoelscher, you will complete our 20-point questionnaire, establishing your personalized client profile.
2. Our data team, utilizing our proprietary Trust Algorithm, will then analyze your criteria to narrow down more than 17,000 possible advisory firms to 10.
3. From there, investor.com’s team will personally reach out to all 10 targeted firms on your behalf (privacy protected), requesting additional information including pricing, options, and offered services.
4. After collecting all responses, we will decide on the 3 finalists that best fit your client profile.
5. In a follow-up meeting, Jessica will present our findings to you and our team will assist in coordinating introductory meetings with the firms you choose.
Additional services: investor.com can also assist with consultation meetings, negotiating management fees on your behalf, and reviewing final proposals (additional fees apply).
Only 8 reservations remain in August.
An industry veteran, Jessica entered the financial industry at just 20 years old and previously held her Series 7, 66, 9, 10, 4, and 24 licenses. With a strong belief in fiduciary advice, Jessica left her licenses behind to join investor.com and fully dedicate herself to consumer advocacy.
As the Head of Research for investor.com, Jessica is responsible for all 28 million data points on the site. Having read thousands of regulatory filings, Jessica created the Trust Algorithm, which uses regulatory data from the SEC and FINRA to rate advisory firms and identify the right questions to ask financial advisors.