What Is an Adviser?

Explaining that you are an adviser usually involves talking as much about what you aren't as what you are. The hype around investing creates the illusion that we finance folks spend our time reading charts and graphs like treasure maps. Occasionally, we shout Euruka, X marks the spot, and we start digging (investing). As a big Indiana Jones fan, that sounds fun, but it's very not true.

The article below does a fantastic job of fleshing out our true value-adds. We believe the story it tells is a whole lot more important, compelling, and (most importantly) real than us as market oracles.