One of the most common mistakes investors make before choosing who will manage their assets or offer investment advice is not taking the time to understand the differences between an investment advisor, broker, and financial planner. The more informed you are the better the chances you have of achieving your investment goals. In today's competitive investment services industry, you need to know which advisor, business model, and compensation program benefits you the most. We have compiled the following brochures, commentaries, and articles from independent sources. This important information will increase your knowledge and help you better understand how the investment industry operates so that you can make an informed decision.
Caliber Investment Group, LLC, is a registered investment advisor in the State of Connecticut. Views or opinions expressed in various sources on this web site may or may not be the views or opinions of Caliber Investment Group, LLC. In addition, all material presented is compiled from sources believed to be reliable; however, accuracy cannot be guaranteed. All information and material on this web site is for informational purposes only and does not constitute financial planning or advice related to legal, tax, or investment issues. Investing involves inherent risk and may lose substantial nominal or real value in short or long term periods.