Company Information

Get to know Jeff Voudrie, Private Portfolio Manager

Founded in 1999 by Jeff Voudrie, this firm operates as a Registered Investment Advisor (RIA) under the legal name Common Financial Sense, LLC. The company's mission is to provide clients with a straightforward, "common sense" approach to investing, emphasizing low-cost, diversified, and evidence-based strategies. It focuses on private portfolio management for individuals, aiming to guide them toward a secure retirement by avoiding common industry pitfalls like high fees, market timing, and speculative investments. The firm acts as a fiduciary, meaning it is legally obligated to act in the best interests of its clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Jeff Voudrie, Private Portfolio Manager

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.