91-How are we different?
Different clients appreciate different levels of detail. Our advice spans the entire spectrum.
Our long tenure in investing enables us to ask more deeper questions that enable more customized portfolios.
We have deep experience working in a variety investment vehicles, asset classes, researching & trading positions, and portfolio management.
Because we can ask better questions, because We have driving most vehicles, invested hands on in most asset classes....Has your RIA done ALL of those things?
We can ask better questions because we have been in the weeds/based on the hands-on experience we have buying and selling the universe of securities contained in most investment vehicles....
We formed our team to bring institutional portfolio management experts directly to individual clients.
Our extensive hands-on, in-house experience working directly with the underlying securities within various Asset Classes and inside Buy side and sell side firms gives us the background to ask better questions of our client's providers. (JILL'S link'd in 2nd paragraph of "been in the weeds as.... of experience as an equity research analyst, investment banker, and fund manager. )
We have more than 30 years of experience in: equity research, fixed income management, investment banking, and as a Pension Fund Investment manager. We have held Board positions where we also sat on The Investment Committee.
Our background lends itself to focus on valuation using both fundamental and quantitative approaches to mitigate risk.
When we sit on the same side of the table as you, we know the questions to ask those providers sitting on the other side of the table.
