Owner Kozak Financial Advisory Santa Barbara, California
Kozak Financial Advisory provides comprehensive financial planning and asset management services to individuals and businesses.
Kozak Financial Advisory
On leveling the playing field The firm I was with at the start of my career used Morningstar® Mutual Funds™ and, at that time, objective research on mutual funds was very scarce. While working at another RIA, Morningstar® Principia® was available but the firm did not subscribe to all the modules. So I paid for the modules I needed out of my own pocket. It gives me access to data and research talent I could never afford as a small business owner.
On the value of synergy There is a commitment at Morningstar to serve the customer, and I am always able to get the assistance or answers I’m looking for. I feel comfortable showing Morningstar research to my clients because there is not
an agenda or a sales pitch behind the research. Morningstar just presents the facts and the facts speak for themselves.
On switching to Morningstar Office I use Morningstar Office, and I’m convinced this is one software application that can do everything I need. I am also exploring Morningstar® Managed Portfolios. Managed Portfolios offers two time-saving advantages: Morningstar investment experts design the portfolios for a specific client need, and they track performance and provide quarterly reports for my clients.
On caring for clients I appreciate that Morningstar has a track record with
investors. Some investors like to do their own research and are skilled at interpreting the data, but most of my clients rely on me to guide them in making financial decisions. Morningstar has made it easy for me to take excellent care of my clients.
