Our Philosophy
by Ron Bullis, Co-Founder and CEO
Every firm claims to offer personalized financial planning and investments. Yet, they all follow the same standardized framework—where all roads lead back to risk scores and model portfolios. The future of advice lies elsewhere.
by Alex Mathé-Cathala, Chief Investment Officer
Can a score summarize complex situations and allow for effective capital allocation? We answer in the negative.
by Alex Mathé-Cathala, Chief Investment Officer
The investment advisory industry has been resting on its laurels for decades. Firms content themselves with pushing commoditized investment products that fail to account for the client’s main source of risk—the risk of not achieving their goals. A true solution is needed, not a product.
by Alex Mathé-Cathala, Chief Investment Officer
The invisible fees from mutual funds, ETFs, TAMPs, and other products commonly used by advisors significantly decrease the probability of achieving the client’s financial plan.
by Alex Mathé-Cathala, Chief Investment Officer
Ken Galbraith insisted that there are two kinds of forecasters: “those who don't know and those who don't know they don't know.” The latter make up the vast majority of the investment industry and 90% of financial media’s guests. It’s high time clients got real about our profession.
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