Advisor Benefits

We urge the investing public to consider interviewing advisory practices that have a minimum or average sized client portfolio that is smaller than their investable amount. Doing so will ensure that the investor will become one of the top clients of the advisory practice-adhering to the 80/20 rule (80% of revenues are generated by 20% of top tier clients). This creates a win-win scenario for both the advisory practices and individual investors by promoting the highest probability of an investor achieving long-term financial success.

Our objectives for Advisory Practices include: