jkantor.stewardpartnersis.comSteward Partners Investment Solutions: Jeff Kantor, Financial Advisor, Portland OR

Team Team Services Services Relationship Relationship Tools Tools Contact Contact Client Login Pershing Client Login Goldman Sachs Raymond James First Clearing First Clearing LISTEN. ASSIST. ADVISE. JEFF KANTOR Contact Us Now A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS As a Registered Investment Advisors (RIA), Steward Partners Investment Solutions and Steward Partners Investment Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.** **https://www.sec.gov/divisions/investment/advoverview.htm Our Services ESTATE, CHARITABLE GIVING AND TRUST Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. FINANCIAL PLANNING Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future. INVESTMENT STRATEGIES We sift through the many investment strategies, managers and products to uncover those we believe to be of the highest caliber, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making. LONGEVITY PLANNING Many of today’s retirees can expect to spend 30 years or more enjoying the fruits of their labor. That’s why it’s increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can’t foresee. PORTFOLIO MANAGEMENT As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you. RETIREMENT PLANNING We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need. Firm Introduction Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and a high level service to our clients and their families. AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence. Keys to a Successful Relationship MUTUAL RESPONSIBILITIES Working together is essential to effective wealth planning. To this end, we both need to make your wealth management strategies a priority. We will: Agree to keep each other informed of any new developments that might affect these strategies Agree to take the time to regularly review your plan Be both honest and forthcoming about your financial situation Work to develop mutual trust, respect and understanding MY RESPONSIBILITIES My goal is to consistently and responsibly perform all requested services and that I will be available when you need me. I will: Treat you with respect, honesty and dignity Act as your advisor, putting your interest first Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame Explain the implications of the strategies I propose Review your investment accounts with you Update you by email, mail and telephone To be available to meet with you regularly to review your Investment Plan YOUR RESPONSIBILITIES Effective Communication and mutual respect are essential to a successful partnership, so I expect: Trust Respect Honesty Complete disclosure Sincerity Commitment I expect you to understand that my recommendations are always based on your best interest. As my client, you need to know that all investment, estate and insurance advice are based on the information you provide. I expect you to participate enthusiastically in the wealth management process. Finally, since the growth of my business is achieved through qualified personal recommendations, I expect you to give me an honest opinion of my services and introduce my services to others if appropriate. Recognition We pride ourselves on delivering a high level client service with an unwavering commitment to excellence. STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY. Visit StewardPartners.com Tools Welcome to our research center! We’ve put together a library of information on important financial topics that we believe you’ll find helpful. CALCULATORS A host of financial tools to assist you. ARTICLES Educate yourself on a variety of financial topics. Blog NEWSLETTERS Timely newsletters to help you stay current. Glossary Financial terms from A to Z. VIDEOS These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts. QUOTES THAT INSPIRE US... Remember to celebrate milestones as you prepare for the road ahead. Nelson Mandela Success is a process of continually seeking answers to new questions John Templeton Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down Warren Buffet Market Insight Weekly investment strategies and more... Market Information Tweets by @StewardPartners Our Office Steward Partners Global Advisory 4949 Meadows Road, Suite 400 Lake Oswego, OR 97035 Phone: Jeff (971) 353-7788 Marie (971) 353-7774 Email: jeff.kantor@stewardpartners.com marie.clow@stewardpartners.com Leave this empty: Send Message Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA / SIPC , and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. The Valencia Group is a team at Steward Partners. Regulatory Information & Disclosures | Important Disclosures © 2023 Steward Partners Global Advisory, LLC. All Rights Reserved. Jeff Kantor Steward Partners Global Advisory 4949 Meadows Road, Suite 400 Lake Oswego, OR 97035 Phone: Jeff (971) 353-7788 Marie (971) 353-7774 Email: jeff.kantor@stewardpartners.com marie.clow@stewardpartners.com × Close Check the background of this investment professional Check the background of this financial professional on FINRA’s BrokerCheck Check the background of this financial professional on FINRA’s...