Whose Side Is Your Adviser On?

October 20, 2017

Amen of the Week
 
“… nothing is more important or more difficult than getting the culture and the people right. Whatever successes we’ve had at Bridgewater were the result of doing that well… That might sound odd, because as a global macroeconomic investor, one might think that, above all else, I had to get the economics and investments right, which is true. But to do that, I needed to get the people and culture right first.”
 
          Ray Dalio, founder of Bridgewater
          Principles by Ray Dalio


Our New Partners
 
I’m proud to announce that Peter Cook, a Certified Financial Planner (CFP®), has joined Fielder as a Partner. I’m also proud to announce that Jonathan Frazer, who has worked with Fielder since 2014, has also been named a Partner. Together, as partners, we will continue building a new type Wealth Management firm. 

 

We reject the traditional “sell-side” model, which looks like this …

 

In this traditional model, the “adviser” is a salesperson for a financial institution(s), such as a bank, insurance, or brokerage firm. They are paid by these firms for selling you their products. 
 
Fielder, on the other hand, acts as a “buy-side” adviser, which looks like this…
  

 

As an independent, “buy-side” adviser, Fielder sits on the same side of the table with you. Under this model, we are contractually beholden to serve one master: you, the client (acting as a fiduciary at all times, not just sometimes as with sell-side advisers). Our incentives are better aligned with yours. Since we are not beholden to any bank/brokerage/insurer, we are freed to help you choose the “best of breed” solutions among many firms. We are also motivated to help you reduce your all-in costs paid to these financial firms (as much as practical). 

 

To learn more about Fielder’s new partners and how we can serve you, please visit Fielder’s website

 

Yours in the Field,

 


 

 

 

Frank Byrd, CFA
 

*According to Cerulli Associates, US Advisor Metrics 2015.


Disclaimer:

While the information presented herein is believed to be accurate, Fielder Capital Group LLC (Fielder) makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in the document. Fielder is under no obligation to notify you of any errors discovered later or of any subsequent changes in opinions. Nothing herein should be construed as a recommendation to buy or sell any of these securities.  It should not be assumed that any of the securities, transactions, or holdings discussed will prove to be profitable in the future or that investment recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Fielder or its employees may have an economic interest in securities mentioned herein. This information is intended only for the recipient of this email.  Under no circumstances should this report be shared with or forwarded to anyone else without the express permission of Fielder. 

 

Share on Facebook
Share on Twitter
Please reload

Featured Posts

Adapt ... Now

August 26, 2020

1/9
Please reload

Recent Posts

August 26, 2020

July 14, 2020

May 17, 2020

October 22, 2019

Please reload

Archive
Please reload

Search By Tags
Please reload

Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
  • Grey LinkedIn Icon
  • Grey Twitter Icon

FIELDER CAPITAL GROUP LLC
535 FIFTH AVENUE, SUITE 602

NEW YORK, NEW YORK  10017

212.918.4844


Please see important disclosures in Fielder’s Form ADV Part 2A Disclosure Brochure and Part 2B Brochure Supplement. 

© 2020 by Fielder Capital Group LLC