Our CompanyA Full Service Financial Consulting Firm
The prospect of building wealth through investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
nePara Group, Inc., as one of the larger Independent Financial Services firms in South Texas was founded on the idea that a new paradigm exists in the financial services marketplace. With the economic turbulence of the past several years as well as the recent changing of the regulatory landscape we, as Advisors, believe that this new paradigm dictates a renewed focus of all aspects of our business specifically relating to the planning and management of your investments.
Our procedural approach is goal centric. This means that 100% of your team’s focus will be on the planning and development of your investment strategy and the execution of that plan. As Investment Adviser Representatives with LPL Financial, a registered investment adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio which strives to achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
We also believe that this new paradigm extends to the expected level of service provided to our clients. Your team at nePara is committed to providing you with an exceptional level of service. As one of our valued clients, you have first-hand knowledge of the valuable services we provide and our client-centric approach to helping you achieve your goals. LPL Financial has also now been ranked as the Nation’s Largest Independent Broker-Dealer by Financial Planning Magazine (As reported in Financial Planning Magazine, 1996-2015, based on total revenue). We at nePara are very proud of this distinguished honor because we work hard to make sure that your financial goals are always our number one priority.
In our endeavor to continue to deliver superior service, your team at nePara conducts systematic evaluations of our relationship with LPL Financial and analyzes the services of other market leading broker/dealers. This most recent assessment has not only reaffirmed the decision to retain the support of LPL Financial but has reinvigorated us to fortify our relationship with the firm. The primary driver of this decision is that we firmly embrace the cultural parity between LPL Financial and nePara Group in placing the needs of the client above all else.
In addition, due to nePara’s standing with LPL Financial, our practice is backed by a dedicated team of specialists at LPL Financial and allows for the significant leveraging of resources. Also as the nation’s largest independent broker/dealer, LPL Financial provides us with access to unbiased research and a wide selection of nonproprietary investment options. Even though we receive this powerful support, we remain truly independent. This independence allows us to serve your needs first, above any corporate mandates.
Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows us to:
- Customize an investment portfolio that is designed to help you pursue your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.
* Nominal transaction charges may apply.
We view our relationship with you as a partnership built on trust, integrity and communication. This can only be achieved with a strong commitment to the process on our part and yours, and we thank you for your ongoing efforts and loyalty.
Please let us know if we can do anything further to meet your needs. Our goal is to deliver service that exceeds your expectations. Thank you for your continued business and support.