Hire Your Own Wealth Management Team

Improve your Advisor-to-Client ratio.

While many wealth management companies boast about the level of client service they offer, their total client numbers suggest something different.  Many “single advisor” firms may have more than 100 clients per advisor. At our firm, we limit the number of new clients each year to make sure everyone experiences the high levels of service offered by our teams.  This way of working keeps our Advisor-to-Client ratio in a positive range closer to 20 clients to 1 advisor.

Decrease your total portfolio costs.

In trying to “beat the market,” active managers often generate higher expenses for investors, and with all their effort, most actively managed funds fail to beat the market.  When building a portfolio, our firm does not use active managers.  As a result, our portfolios reduce our client’s costs by close to 124%.(Translation: On a hypothetical $1,000,000 portfolio, that may add $11,100 per year to your return).

Gain more free time and lower your anxiety.

Studies show that when you work with a wealth management firm, you save two to three times as much as your peers, feel more knowledgeable about investments, and more confident about retirement.   For a cost that rivals the price of doing-it-yourself, you can get the advice of a trusted, highly educated wealth management team that will place your interests first in all decisions. Then you can sit back, relax, and enjoy what really matters in life.