Message Boards Public Companies StockBrokers Investors

  << Previous Company Next Company >>  

 

Adams Financial Concepts

Adams Financial Concepts

www.adamsfinancialconcepts.com

 

Last Updated : 4/3/2008 4:18:23 PM

 

Profile

Adams Financial Concepts Financial Advisory

Adams Financial Concepts was founded by A Michael Adams who has over twenty years of experience in the Financial Industry. He was selected as one of America's Top Stockbrokers by the independent company Consumers' Research Council of America. Prior to founding Adams Financial Concepts, Mr. Adams was a Seattle Financial Advisor at Paine Webber, where he was selected to the elite Eagles Nest and at Dain Rauscher where he was selected five times to the Chairman's Council. Mr. Adams is a recognized community leader having served as Chairman of the Board of Seattle Theatre Group (The Paramount and Moore Theatres) and on the Board of Directors of the Seattle Symphony.

Adams Financial Concepts differs from the competition in several ways.
  • We are compensated exclusively by fees paid by our clients, based on the total assets in the client accounts. In essence, the only way in which we get paid more is when the investment portfolios of our clients increase.
  • Each investment portfolio is created specifically to meet the client objectives. Almost every one of our portfolios is different. While using many of the same securities across the portfolios, amounts and concentrations in each position will vary from client to client to meet their performance and risk objectives. Our competitors, on the other hand, will choose products and portfolio managers where clients are lumped together into common "look alike" portfolios.
  • We work in the best interest of our clients in a fiduciary capacity. Unlike Adams Financial Concepts, many of our competitors receive a significant portion of their compensation from the products they recommend. Many times there are hidden fees, transaction costs, soft dollar compensation that the client never sees. In that capacity our competitors' advisors are required to work in their firm's best interest, not the client's.

Adams Financial Concepts takes a different approach to portfolio investment philosophy. We believe in a "Bottoms-Up" approach believing there are only a handful of managers out of thousands who, over the long-term, have done better than the market. We see evidence of that in looking at the track records of such investment gurus as Warren Buffett, Rowe Price, Ken Fischer, Sr., and John Templeton, each of whom was able to achieve an average annualized return of over 20% for 25 years (returns that are considerably more than market returns). Our competitors believe in a "Tops Down", or Modern Portfolio Theory, which says there is an efficient frontier in which the best that can be expected, is to get close to market returns.

Client Focused Investment Management


Please feel free to learn more about Adams Financial Concepts and their experience by visiting their Biography Pages:
  • A. Michael Adams - President and Principal Portfolio Manager
  • Megan Lockhart (Hawes) - Account Executive, Registered Representative

OUR VISION:

To strive to build and maintain wealth for our clients with superior performance given returns commensurate with risks.

CORE BELIEFS:

  • You as the client are the first and most important priority in all portfolio decisions.
  • There are only a handful of managers out of thousands who, over the long-term, have done better than the market.
  • Historical relationships in the financial markets are consistent and may be in the future. Aberrations may occur and some of those may provide investment opportunities.
  • The markets are irrational on the short-term basis, but efficient in the long-term.

OUR MISSION:

Superior security selection chosen not just on the security itself but in relation to all other securities in the portfolio.

 

Empty Image

 

Empty Image

Key Executives

A. Michael Adams
President and Principal Portfolio Manager

Megan Lockhart
Account Executive, Registered Representative

 

Empty Image


 

Empty Image

 

Quick Search
  

 

 

 

 

 

Locations

 

1001 Fourth Ave
Suite 2330
Seattle, WA 98154
US

Telephone: 877.903-1019
Email: ---
Website: www.adamsfinancialconcepts.com

 

Events / Shows

 

Add Events

 

 

 

 

Quotes

 

 

 

 

 

 

Empty Image