Sun Current 2020 Local Business Today - Page 10

current.mnsun.com Page 10 Local Business Today • Thursday, March 26, 2020 Celebrating 20 Years: Stiles Financial is built on the foundation of fiduciary consulting The team of advisors and consultants at Stiles Financial Services Incorporated (SFSI) has learned over many years that investors can’t control external forces that impact daily or periodic market behavior. Emotional short-term decisions in reaction to unpredictable market swings can affect overall portfolio performance. SFSI believes having a plan and executing on that plan will pave the path to achieving your targeted results in the long run. The foundation for investment success is understanding your goals and risk tolerance, and harmoniously aligning your portfolios to match. SFSI partners with its clients to help steer and • Portfolio management for institutional clients manage the process with the discipline needed to meet like foundations, endowments and corporate cash desired outcomes. accounts. “We spend a lot of time understanding our client’s Stiles started the business with a corporate focus but goals, runways and risk profile, so when the market gets volatile and moves up and down, we are properly quickly learned that individuals could also benefit from positioned to ride these waves, with perhaps a few tweaks, strategic risk management practices guided by experts and our clients understand that,” said SFSI Founder who are informed by current financial and economic Susan Stiles, CFP ® , ChFC ® , AIF ® , CPFA, MBA. issues. SFSI provides several services including As fiduciary consultants and advisors, SFSI team • Private wealth management consultation to members focus on serving every client’s best interest with successful individuals and families customized solutions and services. A fiduciary has the • Advice and oversite of corporate retirement responsibility of managing a prudent investment process plans and their participants for clients, diversifying investments and minimizing risk. 6550 York Ave. Suite Suite 412, Edina, MN 952-988-0452 www.stilesfinancial.com Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Advisors, Inc., a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc. Member FINRA & SIPC. Stiles Financial Services, Inc. and Cambridge are not affiliated. “We are firm believers in the fiduciary process and are committed to staying informed and current on financial and economic issues,” said Stiles. “We always do what is right for our clients because it paves the path to their financial security and ours.” In addition to Stiles, SFSI team members include Paul Tichy AIF ® , MBA, Portfolio Manager and Investment Research; Deb Rosenberg CEBS, ISCEBS Fellow, AIF ® , CPFA ® , Director of Retirement Plan Consulting; Kristine Iten, Retirement Plan Specialist; Keighley Spott CRPC ® , BFA ® , Financial Planner, Janet Gardin, Office Administrator, and Tina Newman, Client Relationship Manager. “The footing of our business is built on managing client assets while implementing strategies designed to achieve cost efficiencies and positive results,” said Stiles, who has been recognized many times over the years for her contributions to the industry. “We’ve earned a reputation among our clients for being great listeners, as well as gifted financial strategists,” said Stiles. “Our client loyalty affirms our dedication to our holistic process and principles that support the close relationships we value and the variety of clients that we serve." Stiles Financial is located at 6550 York Avenue South., Suite 412, Edina, MN 55435. The office line is 952-988-0452. To learn more, visit www.StilesFinancial.com or email info@stilesfinancial.com.