Fifth Set – About You

About You

are a mid-career professional working in consulting, medicine, finance, or law.
have accumulated significant wealth over time through consistent saving and dedication to your profession.
believe that a true financial professional can help ensure your hard-earned wealth is efficiently managed to meet your goals.
prefer to outsource the investment management and financial planning responsibility to a financial professional.
are aware that the vast majority of ‘financial advisors’ are actually financial product salespeople.
demand the higher standard of client care that comes with a fiduciary relationship.

is a true financial professional with an academic background similar to yours and your colleagues.
views client relationships as a team working together over the long-term.
instills confidence in clients by offering a consistent and compelling evidence-based investment philosophy.
understands the life concerns and trade-offs you confront.
collaborates with your professional advisors to ensure implementation of the best solutions for you.
advocates for you in all your financial matters.