Right now, most of your time is likely spent understanding and managing client goals and investments, leaving little time for proactive relationship building and growing your business. What if that was reversed?
You’re a good fit to work with us if your client:
The personalized way we work makes you—the client's trusted advisor—front and center at every step of our process.
It begins with getting to know your client’s full financial picture – either from your own planning process or our Comprehensive Wealth Analysis available to help you with your highest-net-worth clients.
You and your dedicated investment consultant meet and create a personalized portfolio strategy for your client
You and your investment consultant jointly present to your client multiple scenarios for a new, optimized portfolio
You and your client decide on any further modifications or approve the new portfolio strategy
The client’s private portfolio manager is introduced and begins implementation
The portfolio manager conducts tax analysis of current client assets, and determines a risk and tax budget, and a methodical transition plan
The portfolio manager conducts ongoing reviews of the portfolio with you and your client and regularly communicates to actively make any adjustments
Our long-term investing approach has led to a strong client retention rate.
It’s because we offer:
We use Galaxy, our proprietary portfolio analysis software, to show you opportunities for portfolio optimization.
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Keep up with our proprietary Speedometers, our forward-looking economic and market indicators, subscribe to our Insights, or join us for an upcoming webinar.
We partner with financial advisors to provide investment management services to their clients with more than $1 million in investable assets.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here