Directional Financial Services was designed to provide a complete investment management solution for investors of all ages and financial situations. Our financial advisors will work with you to design an individualized investment strategy that is globally diversified, tax-efficient, and low-cost that will help you achieve your goals.
As a wholly owned subsidiary of Empirical Wealth Management, a financial advisory firm with nearly $1 billion in assets under management that specifically caters to high net worth individuals, we sought to create a company that could provide the same level of investment management services to the average investor without compromising the sophisticated, low-cost investment approach Empirical utilizes.
The Directional investment strategy is determined by the Empirical Investment Committee, which has over 80 years of combined experience in the financial industry, along with 6 master’s degrees, 4 CERTIFIED FINANCIAL PLANNER® professionals, 2 CPAs and 1 Chartered Financial Analyst. Our investment philosophy is based on a synthesis of peer-reviewed financial research and empirical data. We are able to create a portfolio for each client based on the best available investment options without trading costs. Our financial advisors will work with you to design an individualized investment strategy that will help you achieve your financial goals.