Modern wealth management captures your household’s entire capital base, optimally deploying it to support your life’s goals and priorities. Modern wealth management then turns to the most reliable and vetted drivers of long horizon investment success…diversification, portfolio design and minimizing costs and taxes.
Conversely, many financial advisors don’t appropriately measure and optimally deploy capital to achieve life’s goals and priorities. How could they? A recent survey by Salesforce found that only 37% of clients stated their advisor was aware of their life goals. Unsurprisingly, we find traditional investment advice:
With a collective industry experience of nearly fifty years, we have closely worked with leading independent financial advisors, institutional investors, asset managers and academics. Wishing to change an inefficient process, we launched with a “clean sheet”, fiduciary approach leveraging:
Source: *2017 Connected Investor Report, Salesforce Research https://www.salesforce.com/content/dam/web/en_us/www/assets/pdf/2017-connected-investor-report.pdf
We experienced these frustrations firsthand. We desired a robust solution for us and our families. And then thought why not do this for others?