Stonecreek Wealth Advisors, Inc. (SWA) is a fee-only Registered Investment Advisor firm. Offering institutional level wealth management services based on Nobel Prize winning financial, economic & academic theory, from the likes of Harvard, Stanford, University of Chicago and Wharton. SWA is networked with other financial professionals such as CPAs, Attorney’s, and Registered Investment Advisors. The firm’s founder is Mark K. Lund, author of The Effective Investor – 20 Secrets for Ordinary People to Build Extraordinary Wealth.
The firm’s purpose is to be the premier investment management firm providing sound investment portfolios for clients. This is accomplished by being positioned as the industry model in free market investing and providing broadly diversified portfolios to meet the needs of the individual client. The portfolios are based on a sound investment philosophy backed by many academics. The objective is to increase investment returns without increasing risk, or to reduce risk without sacrificing returns. The investment philosophy is based on how to achieve market returns in asset categories and applying Nobel Prize-winning economic research. The management emphasizes high book-to-market stocks and small cap stocks, an investment strategy based on the three- factor model developed at the University of Chicago by Eugene Fama and Kenneth French.
SWA target market are individuals who can show that they have the personality to be coached in getting to the point to be able to answer YES to the 20 must answer questions.
SWA plan to achieve this objective is to use the following.
1- Provide a website with many resources for our clients
2- A free monthly electronic newsletter on topics of interest to clients
3- A weekly update on the Free Markets
4- Regular coaching videos
5- Quarterly reviews called “The Effective Investor Seminar Series.” These reviews are typically held at the Salt Lake Community College
6- Annual client appreciation events
SWA has the reputation for using fact-based analyses with creative, collaborative, highly competent, results-oriented recommendations for client consideration.
