The second key difference is the integrated team structure. Our planners are members of our portfolio strategy team, so there is no disconnect between the planning and portfolio implementation. This sounds simple, but it is in fact quite rare.
This means the professionals who sit down with you to analyze and understand your lifestyle will have an active role in your investment strategy. While most firms split these roles, we integrate these functions into a single confluent team, providing direct access to the people who manage your portfolio.