Welcome to La Ferla Group LLC
La Ferla Group LLC is a federally registered investment adviser that provides clients with investment advisory services since May 2015. However, predecessor organizations of La Ferla Group originated in January 1981. Our clients include airline pilots, individual investors, business professionals, and various businesses and organizations located throughout the United States1. We believe that a major benefit of establishing a relationship with La Ferla Group LLC is that we are a one-stop-shop with comprehensive services: asset management, insurance, access to mortgages and lending, and working with your tax advisor and estate-planning attorney. The convenience of having everything in one place, designating us to coordinate this activity on your behalf, simplifies the process. Our purpose is to provide an exceptional client experience based on respect, trust and confidence, while providing our clients with the highest level of professionalism and accountability by managing the critical issues:
PERFORMANCE PRICE & SERVICE - PPS ®
When you get down to basics, we believe the only things that our clients care about are:
PERFORMANCE - How much money can I potentially make for the risk I am willing to accept?
PRICE - How much is it going to cost me?
SERVICE - Who can I speak with to discuss my questions, comments and concerns?
Our relationship with our clients begins with a formal financial plan, so that we can identify our clients’ investment objectives and how they can achieve them. Utilizing the Global Balanced Advisor, along with wealth strategies, a comprehensive plan is developed and implemented to achieve our clients’ investment objectives.
Finding someone you can trust to manage your assets, and knowing that they will do what is in the best interest of you and your family, is a difficult decision. You should consider La Ferla Group LLC, because we have more than 30 years of experience managing investment portfolios, and we care about our clients and their well being.
We ask you to please participate in our client services that we provide, so that you continue to be educated and informed.
HELP US TO HELP YOU BY DOING THE FOLLOWING:
- Read your Monthly Account Statement
- Read your Quarterly Portfolio Review
- Read our quarterly newsletter, FORUM
- Access your account online
- Participate in our quarterly conference calls; if not, call the REPLAY.
- Call us anytime you have questions or concerns
Our telephone policy is for John, Tom, Regis or Joe to receive your call. If they are unavailable, our policy is to return your call within one hour.
Individual appointments are available at any time and place of your choice. All you have to do is call us with your request.
We don’t forget about you when you become a client, and we ask you not to forget about us. We are here to serve you to the best of our ability.
1The clients referenced to herein should not be considered to be representative of La Ferla Group LLC’s clients. No portion of this writing is to be interpreted as a testimonial or an endorsement of La Ferla Group LLC’s investment advisory services or of La Ferla Group LLC, and it is not known whether the clients referenced approve or disapprove of La Ferla Group LLC or its services.