Common vs. Uncommon | Taxi vs. Uber
The Invst Private Client platform introduces comprehensive financial life management for everyone. We can help you in ways only an independent Registered Investment Advisory firm can. Brokers are handcuffed by regulation that prevents them from addressing your full financial life. Brokers (beware, they will bill themselves as “advisors” or “planners” but are really registered representatives of….) are in the golf club business, we are in the golf swing business. It’s all about how you put everything into action and not about just the products.
The My CFO Series® is at the heart of our Private Client platform. It not only overcomes the four challenges of wealth building, but gives you a financial model that adapts as your life changes and monitors your financial health daily. It gives you the ability to take a comprehensive approach to your financial life. For the first time, this is about you. It’s about putting you in a position of power and control over your money with: