Thank you. Two words that have come to mean a lot in this time of heightened economic stress. As business owners of a firm that works with uniquely successful clients, we have had a front-row seat for the impact of the recent economic shutdown initiated in response to the coronavirus. We feel lucky to be able to help our clients weather this storm. In business, as in life, there are times when it pays to continue to march ahead regardless of the headwinds. So, I’m happy to announce that SWS Partners has been able to add to our arsenal of expertise by bringing on new talent.
One of our obsessions at SWS Partners is thinking about the role of the advisor and how to build the most value for clients. One powerful driver of value comes from automating everything that can possibly be automated within a firm’s business, especially today where the actual products and investments in any given portfolio are increasingly commoditized.