MISSION

At Kattan Ferretti Financial L.P. it is our mission to provide our clients with clear unbiased investment advice, portfolio management, and financial planning. We have partnered with other investment advisors, engineers, PhD’s, and research specialists to design and build proprietary investment solutions for our clients. This collaboration of ideas has led to a highly sophisticated investment model that we have made available to investors of all types.

We believe that it is our sole responsibility to educate, inform, and be honest with everyone we meet. We have been involved in asset management and financial planning in many different capacities. We have seen the good, the bad, and the ugly.

Simply, Kattan Ferretti Financial is a full service investment Management and Financial Planning firm. However, we are much more than that. By stripping out conflicts of interest and embracing technology we will deliver better results over the long term. We are constantly pushing to improve our business and ourselves.

VALUES

Serve Our Clients Interest – The only reason for any service firm to exist is to satisfy its clients’ needs. Managing risk, analyzing opportunities, generating returns, and communicating our viewpoints are what we do for the benefit of our clients.

Rethink Traditional Beliefs – For way too long, our industry was run on unproven assumptions and false beliefs. Any market beliefs we have must be backed up by data and hard evidence.

Be Disruptive – The current way of doing things is conflicted, backwards: it is not client focused. We want to disrupt the old way of doing things and the existing concepts of what asset management should be.

Transparency – In short: Clients should know exactly what we do, how we do it, and what it is going to cost them.

Grow Professionally – All of the employees at our firm have the desire and opportunity to grow their talents. Constantly adding skill sets, additional licenses, personal achievements and academic degrees is part of our culture.

We are fiduciaries to our clients, we are disruptive, we think differently and we are dedicated to:

GETTING YOU TO YOUR FINANCIAL GOALS

HELPING YOU UNDERSTAND LIFE’S FINANCIAL TRADEOFFS

PRIORITIZING YOUR INVESTING GOALS WITH YOU

PLANNING THE BEST LIFE POSSIBLE FOR “FUTURE YOU”

GIVING YOU TOOLS TO TAKE CONTROL

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