Video

We evaluate the two most common methods  that advisors use to select or build client investment portfolios.

We share common gaps, or chokepoints, in a client service process and explore new advisor tech that can unlock capacity while still delivering a differentiated client experience.

Why Direct Indexing in it's current state will not be disruptive or widely adopted for client portfolios.

Traditional investment models have many benefits, but a building block approach can deliver both scale and personalization.