Clean Business Investment Summit

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Table 6. Pivot Financial

Company Description: Pivot Independent Financial serves the financial needs of individuals, families, trusts and businesses. They are a fresh and optimistic team with a fiduciary approach that is an alternative to the traditional broker mentality. Pivot Independent Financial believes favorable outcomes result from matching the right plan with your circumstance. And they insist on an uncommon work ethic and attention to detail from their partners.

Guides are essential in the complex financial world so it is important to have someone you can trust. As independent advisors, we maintain an unbiased approach by utilizing multiple investments and services.

• Pivot Independent Financial is a fresh alternative to the traditional broker perspective. Their fiduciary approach is a commitment to align their guidance with the client’s true need and never benefit at their expense. They create a positive, and sometimes even fun, experience for their client whenever possible.
• Pivot uses a process-driven approach to manage risk while positioning for returns that suit each situation.

Investor: Kristen Koch

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