What does “Independently Different Wealth Management” mean:
It means we focus exclusively on a small number of mutually selected, deeply compatible clients. We don’t believe that current industry ratios set by large asset management companies are efficient.
Being Independent:
Being independent means, we are unrestricted in finding the best possible strategies and assets for our clients’ portfolios. There are no corporate influences, incentives, commissions, or kickbacks. Just pure focus on our client’s investment goals and objectives!
It also means we are not a broker-dealer. We are not sellers of financial instruments to our clients that reward any kind of incentives, commissions, or kickbacks. We grow when our client’s portfolios grow!
Being Fiduciary:
Being Fiduciary is very simple to explain. Our clients’ interests come first. Period!
Being Non-Custodial:
Being non-custodial means, we can handpick the best and the most financially reliable prime brokerages and technology providers to safeguard our client’s assets. It also means our clients can have access to an incredible variety of global investments. At the same time, our overhead and therefore our management fees stay conservative.
