The investment management industry continues to experience exponential change due to the impact of Moore’s Law, as the application of technology is growing more profound. But despite the pie in the sky predictions that Robo-Advisors would dismember the brokerage firms by replacing human advisors, this hasn’t been the case. Still, the changing relationship between algorithms, automation, and advisors cannot be dismissed. The common denominator in this paradigm shift is the use of exchange-traded funds to build and manage portfolios. In fact, one could argue that algorithm-driven ETF platforms have been as impactful as the ATM machine.
Two years ago, we committed to utilizing digital communication channels with our clients and prospective clients. We were determined to be thoughtful and to publish items of value. Still, the most harrowing part of taking on this sort of initiative was wondering what would resonate with our audience. Will people care about this?!
Our digital platform is instrumental in answering this question because it delivers rich user analytics each time we published something. We constantly monitor these stats to understand the tastes and preferences of our audience. It has guided us forward.
After publishing more than 75 blogs, here's one of the most popular ones:
My partners and I are often asked, "what makes your firm different?"
We love to answer this question because our firm is a leader in providing contemporary financial planning and asset management solutions. Still, even for the most discerning of investors, it is critical to highlight what makes us unique.
Here are what we call our brand pillars. They define our firm, our value proposition, and what we seek to deliver to our clients. Most importantly, they demonstrate how we are, in fact, different:
Since the great recession, the financial services industry has experienced a technology renaissance of sorts. We think that the adoption of new technologies has improved the capabilities of the average investment advisor and helped improve investor outcomes. You should, therefore, expect your advisor to have the best technology available.
We wanted to take moment to thank our friends, supporters, and, of course, our clients as we welcome the new year. 2018 was a thrilling year for us on many fronts, not the least of which being that we launched our Dynamic Growth Opportunities Strategy, which furthers our goal of offering contemporary solutions for sophisticated investors. As we transition to 2019, our commitment is simple: we will continue innovating and leveraging technology in an effort to seek better outcomes for our clients.