On the side bar on the right you will see
1- AVOIDING CONFLICTS
2- AVOIDING BLUNDERS
3- THE BLUEPRINT FOR SUCCESS
Different Firms have different approaches. This is how we do business.
AVOIDING CONFLICTS- Main & Wall is a fee only Registered Investment Advisor. Our only compensation comes from the management fees our clients pay. We do not receive commissions or receive any other form of compensation. Our goal is the same as yours to see your assets grow.
AVOIDING BLUNDERS- The Crown Jewel in our approach is our portfolio Management System. We specialize in Modular Portfolio Construction and Management an approach based on the Endowment Model. This is an open platform that seeks best fit solutions - See Modular Portfolio Construction.
The BLUEPRINT for SUCCESS - The Blueprint is an article I read a couple years ago and found it to clearly articulate the challenges ahead and the way the business needs to evolve to meet them. I think you will find it interesting.
No comments:
Post a Comment