Is Your Adviser an Investment Manager or a Life Coach (or Both)?

Investors who seek financial services can have a wide range of needs. They can be relatively simple, such as access to investment vehicles like class Y mutual funds, or they can be complex, like a matriarch of a family of multi-generational wealth with so many entities, assets and relationships to manage, that she requires a family office to keep everything organized.

For her, a comprehensive, customized service offering would be necessary to address the complex challenges she faces -- a far cry from the investor in the first scenario, whose