For many years, this “Single Silo” model served clients quite well, particularly because giant firms have the size and scale to do all 3 of these jobs well, and it was often difficult for a small advisory firms to access these capabilities independently.
However, the world has begun to change, and the industry is beginning to “Triangulate”, for the benefit of clients like you. Today, firms like Concentus can separate these 3 functions, and move from being captive employees, to becoming institutional clients of Wall Street for your benefit. As an independent Registered Investment Advisory firm, we provide our advice separate from where products are sourced and your assets are held in custody.
Our Independence enables us to embrace a client focused, transparent and objective model we call “The Triangulation of Advice”. As a result you can expect: