Many advisor firms use third party investment managers for their clients’ assets. We insist on managing your money directly. Why?
For starters, we make it a point to know our clients personally and thoroughly—your situation, your goals, your time horizon, your tolerance for market volatility. This understanding allows us to customize your portfolio in the way that serves you best. And that can help you achieve your goals more effectively.
Then there’s our bedrock principle of accountability. We believe investors deserve the ability to speak directly with the portfolio managers to whom they’ve entrusted their future. We have found that these conversations can help to build trust, create peace of mind, and lead to more successful outcomes.