At 21st Century Equity Advisors Corporation, we are dedicated to providing exceptional investment services to our clients. Our business is built on trust, communication, and respect for our clients. We understand that the money-management process can be a stressful task, which is why we are committed to relieving this burden and allowing our clients to focus on living their lives to the fullest.
With over 45 years of professional experience, including 13 years as a practicing CPA, commercial real estate, and business brokerage, and business appraisals, our founder, John Hegler, has a deep understanding of the investment world. Our firm is a fee-based investment management firm that derives its revenues from portfolio management services. We are affiliated with Fidelity Investments' "Institutional Wealth Services Group, " dedicated to serving clients of independent advisors like ours.
Our Investment Philosophy
At 21st Century Equity Advisors Corporation, we believe that a heavy emphasis on the principle of compounding is key to generating high levels of cash returns. Our investment strategies focus on the process of generating cash returns through dividends and call-writing programs, and then reinvesting those returns. We believe that this approach allows our clients to achieve superior investment returns.
Our Services
We offer a range of investment services designed to help our clients achieve their financial goals. Our services include:
- Portfolio Management: We manage our clients' portfolios with the goal of achieving superior investment returns.
- Retirement Planning: We help our clients plan for their retirement and provide the guidance needed to ensure a secure financial future.
- Financial Planning: We provide financial planning services to help our clients achieve their financial goals.
Why Choose Us
At 21st Century Equity Advisors Corporation, we believe that transparency and communication are essential in building trust with our clients. We strive to keep our clients informed about their investments and provide quarterly performance reports to keep them up-to-date on their accounts.
What Sets Us Apart
- We use a disciplined and rigorous approach to investing, focusing on the long-term success of our clients' investments.
- We believe in the power of compounding and the importance of generating consistent cash returns.
- We prioritize communication and transparency, keeping our clients informed about their investments and progress.
Conclusion
At 21st Century Equity Advisors Corporation, we are committed to providing exceptional investment services to our clients. Our experienced team, led by John Hegler, is dedicated to helping our clients achieve their financial goals. We believe that by working together, we can help our clients live their lives to the fullest.
