Our practice has been specifically tailored to work with financial advisers and other professional intermediaries. We believe that financial advisers are in the best position to understand their clients’ financial goals and aspirations. We want to work in tandem with advisers to ensure that an individual’s investment portfolio fits seamlessly with the rest of their financial planning.
We are flexible in the way we work with advisers. Some of our adviser clients see us as their in-house investment team, others use us for their more demanding or sophisticated clients, some for the core of a client’s investment portfolio.
Ultimately, we want to create a one-stop shop for advisers. We can provide the investment engine for their clients, while they retain control over the client relationship and the revenue stream. We involve them in all stages of the process, the more we know about a client's needs the better.