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Our goal is to become an extension of our partners not just a 3rd party provider. With that in mind, we go through a rigorous understanding of your business, your delivery model, investment philosophy, investment style, investment methodology, model and actual portfolios, and the value proposition that resonates with your current and prospective clients. We don’t want to change any of it – we want to help you deliver it better.
We understand the rigors of providing financial advice in today's increasingly challenging environment. If it's not stricter regulatory requirements, it's the rise of robo-advisers that seemingly don't have to play by the same rules. One thing is certain - whether the industry moves towards a fiduciary standard or also maintains some form of the suitability standard, clients are demanding more - and they are demanding that the industry look out for their best interests. Without an optimal infrastructure, advisors are finding it hard to meet these demands.
That's why we want to reduce the amount of time you spend on non-core activities and enable you to spend more time deepening your relationships with existing and prospective clients. Our process is designed to keep you involved but not inundated, provide you with information for making better investment decisions, establish a more sophisticated investment strategy that caters to UHNW individuals, and perhaps most importantly - developing more frequent and meaningful communication with clients regarding their investments.