Investors are faced with many problems when seeking effective wealth management.
We have identified 8 wealth management realities that challenge investors:
- Portfolio Sustainability Concerns
- Disconnected Advice
- Limited Understanding
- Conflicts of Interest
- Variation of Competencies
- Fraud & Scandal
- Limited Transparency
- “Cookie Cutter” Investment Solutions
In this video, our President, CEO, and Co-Founder Mark Barnicutt addresses each of these realities, and discusses how HighView overcomes them.