We are different in ways that make us, frankly, an ill-match for most advisors. But a remarkable fit for a few. Read on, watch the film, and see if you are one of them.
If you are a financial advisor or private banker, you will want to hear the Fieldpoint Private story from those who were there from the start.
Back in 2006 and 2007 a noteworthy group of friends and colleagues started comparing notes with one another about the financial advice they were receiving. They had led or built some of the most successful companies in America, and several had been CEO of Merrill Lynch, UBS Americas, TD Ameritrade, Gillette, Kraft, Time Inc., The Home Depot, and others.
They knew what successful families are looking for because they were living it: an aggregated global view of all of their assets; an integrated strategic thought process, and unquestionable objectivity. Given their backgrounds, they had expected to experience the very best the industry had to offer, but instead found themselves to be under-advised, under-serviced, and underwhelmed.
Soon, what started as conversations among people with no intention of founding a wealth management firm led to the realization that the kind of firm they were looking for simply did not exist.
So they decided to build it.
This approach is not scalable. It cannot be replicated with mid-level regional specialists or wholesalers operating across vast geographies. This is by design.
It is led by a team of professionals who have succeeded in some of the biggest roles in the industry, but who – to a one – believe they are doing the most important work of their careers here. An inordinate number of them have walked in your shoes as FAs and private bankers; they chose Fieldpoint Private not in spite of its size, but because it.
From day one, our technology platform was crafted as an integrated ecosystem. Our systems not only talk to each other, a psychologist might tell you they have co-dependent relationships. For instance Fieldscope®, our aggregation and performance reporting technology, can take every managed account and underlying security, mutual fund, hedge fund, bank account, insurance policy, private equity share, individual stock and bond, loan, residence, painting and vehicle your client owns, regardless of where it is held, and aggregate it into a single, always-on, continually updated view of their net worth, and of the performance of their investments.
Far beyond retail “screen scrapers,” for financial accounts Fieldscope feeds data from virtually every custodian. For non-financial assets, the Fieldscope team will facilitate custom inputs.
Fieldpoint Private has been different since day one, and we will be different on day 10,000. If you are different, and better than most, perhaps this is the right home for you.