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.
Fieldpoint Private’s advisor desktop has been put to the test by more practitioners, covering more clients and more assets than any other.4