Our Commitment Financial Planning is an honorable profession. Candlewood Advisory Partners has great respect for those professionals who help others create wealth, achieve dreams, and avoid pitfalls. Within the financial planning profession, we believe the RIA model, and specifically those RIA firms who charge their clients a fee for service, provides the best environment for planners to make unbiased, conflict free recommendations to their clients. We also understand that investment management is only a part of the financial planning process and that advisors may have limited time to devote to investment research. With the above in mind, we make the following commitments to RIAs:

• Our aim is to streamline your due diligence process by providing you with useful, insightful research materials.
• Our intent is to inform, not annoy. We strive to understand each advisor’s communication preferences and act accordingly.
• Our goal is to sustain lasting relationships based on understanding your practice, your clients, and your investment management needs so we can continuously bring you new and interesting investment ideas.
• Our belief is that information flow is a two way street. We are committed to being an advocate for RIAs by helping investment managers understand your business so they can tailor their products and materials to meet your needs.
• Our hope is that we serve the RIA community well as potential business partners, perhaps as friends, and always with integrity, intelligence and fun.