FIDUCIAM CLARITAS
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The discipline of excellence Is a narrow path

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DISCOVER THE DERBEND DIFFERENCE

Chip Beard

Partner

Brian Chustz, JD

Partner

Preston Sharpe

Financial Advisor

Nathan Ellyson, CPA

Financial & Tax Advisor

OUR PROCESS

01

Let's have a conversation

Because of our fiduciary duty to serve our clients' best interests with integrity, you can feel confident discussing your financial goals. We want to sit down and talk about the things that are most important to you and set you up for financial success.

02

We’ll build a plan

Based on your specific needs, we will craft a plan to achieve your financial goals. Our plan will be reasonable and practical in light of your current finances and where you desire to be long-term.

03

We implement your financial plan

In addition to putting your financial plan in place, we also manage your portfolio. Your finances are a journey so we will stay by your side, defending your best interests and recommending changes when needed.

04

Follow through for future success

Keeping our clients on the narrow path often means looking for the best future investment opportunities. We want to help you now and into the future. 

Find Confidence AND Clarity in Your Financial Wellness

At Derbend, we know that highly specialized situations call for highly specialized strategies. We will create a customized plan for you that considers all of the factors that could impact your finances. Our goal is to make a plan that keeps you on the right path to achieve your financial wellness.

Our Blog

Investment Strategy Update August 2021

No Country for Old Men That is no country for old men. The young In one another’s arms, birds in…

Background on Real Estate Investment Trusts

By: Jon-Luke Hawk Senior, Hillsdale College Derbend Asset Management 2021 Intern College is full of distractions. Social media and friends…

Investment Strategy Update Report October 2020

There’s a starman waiting in the sky He’d like to come and meet us But he thinks he’d blow our…

BlackJack Insurance

By: Brandon Ben-Hanania Senior, University of Wisconsin – Madison Derbend Asset Management 2020 Summer Intern You don’t dare check your…

Support You Can Count On

As an independent RIA using TD Ameritrade as a custodian, we have access to innovative technology platforms, advisory resources, and highly secured account systems to protect your assets.

STILL HAVE QUESTIONS?

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Derbend Asset Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.