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  • Frank Byrd, CFA

Whose Side Is Your Adviser On?

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.


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.

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