ReDefining Risk to Protect and Grow Wealth
"At ReDefine Wealth Management we believe that wealth is best grown and protected through a marriage of sophisticated planning and global macroeconomic-centric investing. Our industry seems to be in a rush to commoditize advisor behavior and therefore the client experience. Our goal is to distill macroeconomic events and trends into actionable investment strategies where we can assign probabilities, volatility levels, and risk parameters to client portfolios. What we offer is not 'off the shelf' wealth management."
- Jeff Nuttall, CFP Co-Founder, Managing Partner
RWM prepared this material for informational purposes only and should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. It is not our intention to state or imply in any manner that past results are an indication of future performance. This material does not constitute financial, investment, accounting, tax, or legal advice. It does not constitute an offer to buy or sell or a solicitation of any offer to buy or sell any security/instrument, or to participate in any trading strategy.
This principle allows one to mathematically calculate that 91.7% of an iceberg's mass is underwater.
Metaphorically, this principle has an application to Wealth Management.
Back Office Services, such as: Account Custody, Settlement, Clearance, Record Maintenance, Regulatory Compliance, Accounting, Cyber-Security, and IT Services, are essential yet hidden from plain sight.
Outsourcing labor-intensive, low-margin functions to highly-specialized "best of breed" partners affords the ability to reduce costs, maximize efficiencies, and provide superior service.
The US Navy has demonstrated how a small, highly-specialized elite unit supported by a resource-rich partner, can produce a profound impact.
As a point of reference - not a comparison - recent advances have empowered elite advisory teams with the resources to rival even the largest competitor.