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I've been in this business for almost two decades. It's a privilege to be in a position to have such a positive effect on my client's lives. The greatest contribution I can make is to act as filter between my clients and the nonsense that permeates the financial press and retail investment advice. As an independent professional, my sole commitment is to you. I have no conflict of interest. When I select a custodian for your assets, it's because they're one of the best in the world. When I select an asset management strategy, it's because it's best for you. Most importantly, when we create an investment policy statement together, it will be tailored to your individual needs utilizing proven strategies that focus on building your wealth and not Wall Street's. The greatest threat to your financial well-being is the self serving advice that is so prominent today. The biggest name on Wall St. has just been fined 100 million dollars for recommending stocks to the public while "internal" memos from the same analyst reveal they're no good. Unforgivable but not uncommon. Retail brokerage firms are being raked over the coals by Congress for selling you up the river in favor of the huge investment banking fees which required a "buy" rating regardless of investment merit. At the peak of the market there were 70 buy recommendations for every 1 sell recommendations. Institutional investors have been ignoring this nonsense for many years. So must you. For Further Reading:Beating the odds: active vs passive investing 
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