I have a broker I have been working with for years, but I don't feel comfortable having all of my money in one place. Will you manage only a portion of my assets?

This is a detailed conversation we would have to have with you. There is a very close link between the financial plan we develop and the investment strategies we implement to support a client’s financial plan. It has been our experience that brokers do very little financial planning and almost never develop strategic investment strategies for their clients, and therefore, it is very difficult for us to work with them in a coordinated fashion.