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The Need for
Innovation
Introducing a NEW and
fundamentally different Investment Consulting Model
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The
Problem:
What all investors (institutional, corporate, and individual) want is
simply this – to be able to find what is "ideal" for them – to feel
confident at the end of the process that they have chosen both
correctly and well. And, yet, this is the one thing that most
investors, at the end of any typical investment advisory engagement
will never feel. Why? Because, the traditional investment advisory
process is not "transparent" – it is almost entirely "opaque."
In a typical advisory engagement,
the advisory firm (after discerning the client's investment objectives)
will recommend one or more specific money management teams (whether
mutual funds, ETFs or private account managers) to the client. The
client is then asked (and expected) to simply accept that
recommendation – which most clients do without any real questions. But,
the process by which the recommended
money managers were selected is seldom, if ever, explained. As
a
result, most clients find themselves completely unable to answer this
key question:
Why
this particular manager (as opposed to any others)?
with anything other than: "These were the ones 'they' (whoever 'they'
may happen to be) recommended." Why these (and not some other)
management teams typically remains a mystery.
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