Whether we are a good fit would be determined through interactions. However, here are some characteristics of clients who tend to align with our approach and capabilities.
Client Fit
No advisory firm is right for everyone.
Organizations that…
- are seeking a stronger strategic partner to maximize the quality of their retirement plan arrangement
- have enough plan buying power for us to optimize the various components of the arrangement (buying power is determined by more than total assets)
- value a higher quality approach to plan management and fiduciary oversight
- are interested in providing their employees with an uncommon level of support and education
- understand the impact that an institutional investment approach and custom allocation solutions can have on participant outcomes
Individuals and Families who…
- value thorough planning – we are detail-oriented advisors and appreciate clients who share this expectation.
- value a collaborative process – most of our clients have significant assets that we help oversee. Getting it right the first time takes some short-term effort, however these relationships are our most successful.
- value an institutional approach to asset management instead of the pre-packaged investment models that are often used in the industry.
- are seeking a more client-friendly approach to fees.
- are good people, and appreciate working with good people.
