Updated

Benefits of independent advice

"Banking is essential, Banks are not." Bill Gates

Recently, individual investors and family offices have started to recognize the benefits of working with an independent investment advisor:

Separation of Product Manufacturing and Advice:

Mixing product manufacturing and advice is often a breeding ground for conflict. At Finaport, advisors are never obligated to sell certain products, they are working in a conflict-free environment.

Search for Best of Breed Solutions:

Independent advisors offer a complete open architecture platform throughout the entire wealth management experience. Their motivation is to find the best solutions for their clients in terms of technology, investment products, trust capabilities, wealth transfer (estate planning), financing and custodial relationships.

Alignment of Interests:

The success or failure of an independent advisor is based exclusively on the wealth management achievements of their client. They are compensated by their clients and all fees are disclosed openly, there are no hidden charges, pay-to-play schemes, undisclosed kickbacks, or proprietary products.

Broader Service Offerings:

Independent advisors can offer expanded services and are not limited in their products and service offerings.

Client Presentation.pdf