Mighty Oak Strong America Investment Company
MOSAIC's advisors have significant experience managing money for high net worth investors, bringing an unparalleled degree of expertise to our business.
Our goal is to help clients become and remain millionaires by taking prudent risks. Everyone has unique views about money and varying comfort levels with risk. We respect these differences and recognize that our role is to manage your money in a manner consistent with your goals, objectives, and risk tolerance. MOSAIC never pressures clients into any investments or risks with which they’re not completely comfortable. We give a personalized experience right for you, managed to a fiduciary standard of care.
MOSAIC prides itself as the home of deeply experienced professionals with salient credentials, including: Chartered Financial Analyst (CFA®) charterholder, Master of Business Administration (MBA®), Certified Financial Planner® (CFP®), Certified Public Accountant (CPA®), Personal Financial Specialist (PFS), and Attorney at Law. We encourage our prospective clients to compare us (and our credentials) with any other firm.
“The more intellect, time, and energy spent in hiring a financial advisor, the more likely you will be to find a suitable one.
“Why are you not as wealthy as you should be? It may be because of the way you operate your household. Would a business, especially a very productive one, ever hire a key employee without doing a serious background check and in-depth interview? Yet most people, even those with high incomes, hire financial advisors after obtaining little or no background checks on these ‘employment candidates.’
“Your ability to hire high-grade financial advisors is directly related to your propensity to accumulate wealth.”—The Millionaire Next Door
We work for your money.