As an independent, fee-only advisory firm, BLRS operates with a fiduciary responsibility to act in the best interest of each client. We do not answer to a brokerage firm or insurance company,
nor are we pressured to sell proprietary products.
Instead we have formed strategic relationships based on merit and the capacity to enhance our client services. We have the freedom to pick and choose solutions that are right for each individual we work with.
In order to deliver a holistic retirement solution, we have selected SEI Investments (NASDAQ: SEIC) to provide our clients with investor protections, custodial services and investment technology solutions.
“I am fiercely independent. I have no allegiance to any one company, product or service, beyond my belief in its ability to help people reach their goals.”
BLRS is big enough to serve you, yet small enough to know you. You will not be relegated to another associate or screened by an administrative team. Instead, you will work directly with Bill Losey, who is accessible and communicative with all clients.
BLRS clients have their assets held at SEI Private Trust Company (NASDAQ: SEIC), our chosen custodian. Based out of Oaks, PA, SEI currently manages money for some of the country’s largest banks, as well as for financial institutions such as Vanguard and Charles Schwab. SEI manages or administers nearly one trillion dollars in assets, and operates 22 offices in 12 countries.
In addition to the fiduciary standard, BLRS is also committed to the Code of Ethics and Professional Responsibility as outlined by the CFP Board Of Standards, Inc., which focuses on integrity, due care, competence and diligence.
Bill is in touch with our Weekly Market Update and monthly hard-copy Private Client Update newsletter, and will speak to each client over the phone, in person or virtually, as often as needed. This depends on the complexity of their situation and their individual preferences. You can choose to connect as often as you’d like, and you’re also encouraged to contact us before making a major decision or if you go through a life-changing event.
We have thorough processes in place to review accounts weekly, monthly and quarterly. When circumstances warrant, we may review your account(s) more frequently. All accounts are managed on a non-discretionary basis, therefore no changes are made until we mutually agree on a new course of action.
Only a fraction of financial professionals working today have met and maintained the strict requirements to carry the CERTIFIED FINANCIAL PLANNER™ Certification. Investors often choose to work with CFP® professionals because they are held to some of the highest ethical, educational and professional standards in the industry.
The clients we serve have plenty of options for advice, but they choose to work with BLRS because of our impeccable service. If we happen to miss your call, know that all calls and emails are answered within minutes and hours, not days and weeks. We also stay up-to-date so that we can always deliver valuable, relevant advice. Finally, many clients choose to work with us because of our old-fashioned values. We show up on time. We do what we say. We say what we mean. We say please and thank you. Sometimes it’s simple common courtesy that matters most.
With its keen eyes, the eagle has come to signify strength, confidence, resilience, freedom, loyalty, foresight, rebirth, and a higher perspective. As such, the BLRS logo embodies the key qualities of our firm, as well as the experience we want our clients to have when working with us.
Whether you are a financial advisor looking to merge or sell your practice, or a practitioner in an area such as tax, legal or insurance seeking a strategic partner to complement your core competencies, BLRS can help. Contact Bill to explore your options.
Give us a call, send an email or complete one of the forms on this website. We’ll arrange a no-cost, no-obligation initial meeting to talk about what’s on your mind. We look forward to hearing from you!
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