Five Advantages

Over 25 years ago, our founder began to apply his fresh, no-nonsense approach to the advanced needs of financially successful individuals. Gain these five advantages with Janiczek at the helm as your advisor.

Relationship

The core of a great investor-advisor relationship is trust. At Janiczek & Company, we strive to earn your trust every day by observing four commitments:

• We offer the security of a fiduciary relationship. This means we are legally obligated to provide you with advice that is in your best interest, not our own or anyone else's.
• We are a fee-only advisor. The key word here is only. We receive no outside compensation for anything we do on your behalf. Unlike "fee-based" advisors or commissioned brokers, who represent companies and products, we have no divided loyalties.
• We practice full disclosure. We have no hidden agendas that might pose a potential conflict of interest.
• Since trust is based not only on integrity but on competence, we provide the advantage of a full-breadth advisor. From investment management to financial, retirement, and estate planning, we can seize opportunities and spot problems that more limited advisors might miss.

Expertise

We have been named among the top, best, and most exclusive advisors in the nation numerous times. We wrote the book How to Achieve Absolute Financial Freedom, and the groundbreaking book Investing from a Position of Strength. Joseph J. Janiczek, our founder, was singled out as one of "Three Masters of the Retirement Universe" (along with Charles Schwab and economist Lawrence Lindsey) for his unique insights on attaining financial strength and independence.

We use only the best-in-class vendors to augment our in-house expertise. We’ve established strong relationships with industry leaders like Schwab Institutional, Ned Davis Research, Tamarac, and Morningstar. We seamlessly integrate these specialized layers of service into one powerful team to meet your investment and wealth management needs.

Confidence

The Wealth with Ease® System makes the hard work of managing wealth less time-consuming and burdensome for our clients. It provides the systems, structures, support, and disciplines that handle most of the details for you. From our comprehensive portfolio stamina tests to our in-depth tracking and analysis tools, we are always working behind the scenes to protect and fortify your position. As you see the results, your confidence grows as does your ability to not only weather but also take advantage of rough conditions.

Clarity

We’re continuously watching the markets and the economy for opportunities and dangers. We also monitor your portfolio on a daily basis, comparing your results to standards of excellence. We filter this information to you periodically to ensure that we share a mutual outlook and agreement on your position and direction. Our pursuit of clarity goes beyond the numbers. We work with you to identify important life opportunities and risks. We help you to master wealth by bringing everything that affects your wealth into focus.

Results

At Janiczek & Company, we recognize that investment performance is a key indicator of success. However, wealth mastery isn’t achieved by letting this one outcome to drive all decisions. It comes from knowing all the factors that lead to exceptional, long-term financial performance, and having a plan and a structure that keeps each factor strong and aligned. Through our extensive, proprietary research in this area, we’ve identified 35 Essential Strengths™ that provide wealth mastery. We devised the Wealth with Ease® System to speed your progress toward achieving all 35 of these strengths.