"Wow!" That is what we want every client to say. Our mission is to provide convenience and simplification in a wealth management service designed specifically for the unique financial needs of executives, business owners and their families. Our service includes:
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Investment Consulting: Your finances are captured in a sophisticated model to identify an investment plan consistent with your risk tolerance, values and goals. We utilize well-researched, academically sound strategies and institutional class investment vehicles available only through a select group of fiduciary advisors.
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Advanced Planning: Your increasing success will require an ongoing gap analysis to identify holes in your existing network of advisors (see list of affiliated advisors). We supplement and coordinate the implementation of your plan with this broad team of experts.
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Advisor-in-Chief: We act as your advisor-in-chief providing a single point of trusted contact. You avoid the email traffic required to cross inform and coordinate your advisors.
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Network of Experts: We strategize with our hand-selected team of leading experts to identify your biggest opportunities and most urgent tasks. The resulting cross disciplinary review yields powerful insights, clear priorities and specific next steps.
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Fiduciary Care: We are fiduciaries. We place your interests ahead of our own. We avoid conflicts of interest by making you our only source of compensation. The quantity of our income cannot be impacted by the content of our advice.
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Time Efficiency: Rewarding work and family obligations can leave time for little else. Our process prioritizes and implements your plan in a digestible and sustainable fashion.
Runyon & Bowes can help you achieve your financial goals.
