American Financial Advisors has earned the confidence of clients who require Special Needs trusts. That faith has been placed in us because of the thorough plans we develop for these clients. Our reputation for integrity in caring for Special Needs trusts is the result of our diligent methods of business.
We are committed to the fiduciary standard instead of a suitability standard. By doing this we ensure that the investment advice we give will avoid any conflict of interest. We utilize Modern Portfolio Theory that is consistent with the Uniform Prudent Investor Act.
The Investment Policy Statement we prepare helps reduce a Special Needs Trustee’s liability. This service sets AFA apart from other financial advisors in that many of those firms do not even include an Investment Policy Statement for a Special Needs Trust.
Our advisors exert great effort to seek low cost investment options and models while simultaneously educating the Trustee, or Investment Committee in the responsibilities of investment stewardship. American Financial Advisors prepare quarterly reports of each investment and all cash activity for the Special Needs trust. We also perform an annual review with the Trustee that completely examines all investment results of their Special Needs Trust.
1936 Lee Road - Suite 270
Winter Park, FL 32789
Toll Free: 888-679-9779