Focus. Create. Grow.
My team believes that not everything is designed to be automated, especially wealth and portfolio management. Prospective clients often ask us to review their portfolios which they feel are in a sense...stale. The problem usually is that either their investments are not up to standards or their portfolios are not properly matched with their goals and aspirations. We are passionate about identifying problems and finding solutions for each client, one at a time.
That's the way my team has done it for over 25 years.