Family Investment Center, St. Joseph,MO
Family Investment Center is a full service fee-only investment advisory firm providing portfolio management and financial advisory services located in St. Joseph, MO. Family Investment Center is one of a new breed of independent, unbiased investment managers. We receive no commissions for any of the investments we recommend. We believe this offers a better way for most people – whether you are already affluent or working toward your financial goals – to receive independent objective advice, at reasonable rates, with a high level of personalized service. In order to provide the most effective management of our clients’ portfolios, we are engaged in an ongoing review and analysis of general economic conditions, including markets and sectors, interest rates and movements, and domestic and international political issues. In addition, we monitor tax and regulatory changes that affect investments. Areas of expertise - Portfolio Design, Asset Management, Investing for Non-Profits, Prudent Investor Act, Investing for Women, Guidance for People in Transition, Independent Advice for Individuals and Families. Account reporting and record keeping including all transactions, contributions, distributions, and investment tax lots. Coordination and reconciliation with account custodian; Coordination with client accountants, attorneys, insurance, and other professionals; General financial consultation including cash flow, budgeting, major purchase and borrowing decisions, and retirement planning; Coordination of cash management and related services (checks, debit cards, auto-payments, margin loans, Internet look-up services); Coordination of securities trading in portfolios, including electronic trading and real-time quotes. Includes mutual fund and other securities; Deposit, withdrawal, and transfer of assets including non-traditional securities (closely-held stocks, limited partnerships, etc.). Family Investment Center helps families and other groups organize and manage investments. We simplify accounts and objectives, reduce investment costs, locate superior products and providers, and help improve investment performance. Unlike stockbrokers and commission-compensated advisors, we are independent and “fee-only.” We don’t sell any products, represent any outside companies or accept commissions. We represent our clients only. Because there are no third-party agendas or conflicts of interest, we are able to focus clearly on their goals, without costly sales commissions.Dan Danford began his investment career as a bank trust officer and has been advising clients on how to preserve and manage wealth for over 20 years. He was one of the founders of what is now the Gold Trust Company, a nationally-recognized Missouri-chartered trust company, and then went on to form his own fee-only investment advisory firm, Family Investment Center. Having seen first hand the many ways bank trust and investment companies work and provide their services, he feels strongly that a fee-only firm offers a better way for most people to receive independent, objective advice at reasonable rates, with a high level of personalized service. Dan favors solution-based planning and proven investment strategies. With his financial expertise and investment management experience, he can help clients achieve their financial goals while providing them peace of mind, convenience, economy, and simplicity. Dan serves a wide range of clients, but especially enjoys working with and educating women, families, nonprofit groups, and company retirement plans.Dan has written extensively on investment-related topics and his articles have appeared in a variety of professional and general interest magazines. He has also published two books, May I Help You? Why You Need a Fee-Only Investment Advisor and Million Dollar Management: Simple Lessons to Use Wealth Management Principles for Your Family Investments, with Gary Myers. Dan has taught personal finance and investing at Missouri Western State College and has been a presenter at local, regional and national workshops and conferences. He has also served on the boards of a number of civic and professional organizations, including the Association of Independent Trust Companies, Missouri Bankers Association, Missouri Western State College Alumni Association, United Cerebral Palsy of Buchanan County and Phillips Theological Seminary. He is also an Eagle Scout and has served as a Loaned Executive for the United Way. He was honored with the 2003 Missouri Western State College Distinguished Alumni Service Award. Dan is a graduate of Missouri Western, and holds an MBA from Northwest Missouri State University. He is also a Certified Retirement Services Professional®, a designation awarded by the Institute of Certified Bankers.Jason T. White, MBA, Ph.D, Director of Investments has been a finance professional for almost 15 years. During his business career, he has held positions in both the public and private sector, focusing primarily on financial analysis, business valuations and financial advisory services. For the past 10 years, he has also been teaching at the college level, currently as Assistant Professor of Finance at Northwest Missouri State University in Maryville, MO. Jason writes extensively for both academic and consumer publications and is a columnist for his local newspaper, the Maryville Daily Forum. Invited as a guest expert on Social Security Privatization, he was heard on KXCV 90.5 FM. He currently hosts the Tuesday Finance Topic of the Day on KXCV. He has also been a weekly commentator on For Your Wealth on KQTV television in St. Joseph. Jason has received numerous awards for teaching excellence. Jason was awarded a Bachelor of Science degree in Finance from Northwest Missouri State University and an MBA from Rockhurst College. He earned his Ph.D. in Economics and Political Science from the University of Missouri in Kansas City. He is currently working toward meeting the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. An active member of the First United Methodist Church in Maryville, Jason is involved in many other community organizations, including Rotary Club, the Welfare-to-Work Partnership, the United Way and Heartland Healthy Communities.Gary L. Myers, J.D.Principal is a native of St. Joseph and a partner in the firm. He is a graduate of Central High School, Washington University of St. Louis, and the University of Missouri at Kansas City School of Law. He has extensive experience in corporate law and estate planning matters.
Family Investment Center’s Dan Danford and Jason White frequently deliver presentations for various local groups on a broad range of topics in the areas of Personal Investing, Retirement Planning and Non-Profit Investing. Topics can be customized for the specific needs of an organization. New Lessons About Investing, Women & Investing; Investment Issues for; College Planning for Couples Who Can’t Bear to Think About; Financial Strategies for Small Business; How to Raise Financially Responsible; New Lessons About Retirement; Retirement Issues for Seniors;
NON-PROFIT INVESTING - Thoughts About Planned Giving; A Look Back: Does Market Performance Affect Your Donors? – This presentation for non-profit development directors provides insights into how to factor market performance and projections into strategic fundraising; Nonprofit Investing and Fiduciary Responsibility – This presentation covers material that is essential for non-profit board members.