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By Dr. David Edward Marcinko; MBA MEd CMP™
PRACTICE MANAGEMENT AND FINANCIAL PLANNING ADVICE FOR MEDICAL PROFESSIONALS
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At http://www.MarcinkoAssociates.com, we follow Fiduciary Standards for your protection:
Embrace the legal fiduciary obligation to place Medical colleague clients’ interests first
Deliver comprehensive financial planning and practice management advice for medical professionals
Provide fee-only advice; not fee-based advice
Do not accept commissions or assets under management
Be transparent on client costs, fees, and terms at all times
Provide transparency on portfolios and investment suggestions
Remain independent from any bank, broker dealer, insurance provider, RIA or custodian
Measure client performance returns using independent third parties
Do not create products to sell or price any public securities
Do not physically hold or possess any client assets, securities, or money for management
Investment and financial planning advice only!
OUR EDUCATION: Books
SPEAKING: Dr. Marcinko will be speaking and lecturing, signing and opining, teaching and preaching, storming and performing at many locations throughout the USA this year! His tour of witty and serious pontifications may be scheduled on a planned or ad-hoc basis; for public or private meetings and gatherings; formally, informally, or over lunch or dinner. All medical societies, financial advisory firms or Broker-Dealers are encouraged to submit a RFP for speaking engagements: MarcinkoAdvisors@outlook.com
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