In the wealth management arena, firms that are driven to deliver a constant uptick of growth often emphasize the concept of “scalability” at the expense of “customer focus.” To scale their businesses, these firms take on many clients and scramble to service them. As a result, many processes with deep client impact—such as asset allocation or portfolio construction—may be automated or replicated, resulting in missed opportunities, sub-optimal performance, or worse.
Some wealth management firms, too, push their own investment products, or emphasize the availability of other products, such as credit or corporate finance, over the core disciplines of financial planning and investment management.
At Signature, we answer first to our clients, and then to ourselves.
As an independent, fee-only firm, Signature is free of any pressures to meet the expectations of anyone except our clients. We have the luxury to think deeply and carefully about our clients, and have invested in the systems and processes that allow us to scale our business without sacrificing our laser-like client focus. Furthermore, our executive team invests, side-by-side with clients, and we hold ourselves accountable.
When you choose Signature, you can be assured that you can benefit from our very best thinking.