There are many brokers and financial advisors out there, how do you choose one to work with?
Ask your friends for referrals, and check out the organizations that uphold industry standards, such as:
- National Association of Personal Financial Advisors
- Financial Planning Association
- Garrett Planning Network
The Buffalo Funds does not endorse these organizations, but offers them as a starting place in your financial planning process. You can check the status and background of brokers and advisors at the SEC website or FINRA website.
The Buffalo Funds are available on hundreds of distribution and brokerage platforms. To see a current list, click here.
The Securities and Exchange Commission (SEC) or FINRA does not approve, endorse, nor indemnify any security.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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