^Blog A New Approach to Investment Management

How Is Our Portfolio Management Different?

Imagine, just for a moment, walking into a car dealership in search of the perfect vehicle for your lifestyle. This dealership, however, is unique. It doesn’t just sell Ford or Toyota vehicles; it can offer any brand. The dealer is independent and unbiased, giving you a wide range of choices.

Now, picture the experience of visiting such a dealership to find your next vehicle. You will likely walk in with a sense of comfort, knowing your needs will be prioritized and that you’ll end up with the best-fitting vehicle. What would this experience look like? The sales advisor would spend considerable time getting to know you and your personality. They would ask questions to understand the vehicle’s purpose, whether you seek comfort and luxury, sporty features, or something more economical. They would also explore what you liked and disliked about your previous vehicles. Through this process, they would find the perfect vehicle for you, whether it be a Ford, a Toyota, or another brand. The sales advisor would receive a flat fee for their time and expertise, ensuring unbiased recommendations.

Wouldn’t it be nice to know your needs are being met first, especially with such a significant purchase?

We thought so too. That’s why we decided to bring this experience to our Family Office clients. For them, we employ an unbiased and independent approach to money management. We believe in finding the right portfolio manager for our clients, selecting from a range of portfolio management firms. When choosing a portfolio manager, we consider each client’s unique situation, including their personality, risk tolerance, desire for innovation, need for stability, and account size. Everyone is different, and using our experience and expertise, we help our clients select the best portfolio manager for them. Much like the car dealer analogy, having multiple options that the advisor isn’t tied to benefits both the client and the advisor.

If you have grown tired of the traditional approach to planning and investment management, maybe the time has come to try something new. We welcome the opportunity to share how our Family Office can help you maximize your life’s work.

Authored by: Jason Nagel, Director of Advanced Planning at Three60 Wealth