Clients have been showing their dissatisfaction with traditional wealth management platforms. Market volatility during the past 15 years has damaged trust. New products and services are not enough. We believe established business models are mostly incapable of delivering true advisor-client interest alignment.
Investors carry the burden of the advisory costs regardless of the direction of the markets. Thus, they should understand the incentive structure behind the advisory received. How “fiduciary” is your advisor?
A real client-centered approach: Investment portfolios make little sense until they are considered in light of a broad reaching estate plan, including an understanding the client’s balance sheet and her values and life’s goals.