I know where you've been...because I lived it for decades. Since my late father taught me to chart stocks at age 16, to my first job as a portfolio assistant in the World Trade Center in NYC, through roles at RIA firms as CIO, partner, founder, portfolio manager, researcher, AND lead client advisor, this is the only industry I have worked in. And I love it! During the last 10 years of that journey, I founded and ran a boutique high net worth investment advisory firm, Sungarden Investment Management.
As we grew Sungarden, I came to realize that the industry was making all of us "choose sides." You could either cater to clients (advisor), or manage portfolios at the "model" level (investment strategist). Seeing this writing on the wall, I recruited and developed my long-term advisory succession team, and sold the practice in 2020, while retaining the investment model-management role.
That allowed me to take what made Sungarden a successful, innovative, highly-profitable boutique investment practice, and create an environment where fiduciary financial advisors can cater to their clients, and find new ones. Importantly, they could do this with more confidence. Why? Because they know that when it comes to the very thing that drives much of their revenue (AUM-based fees), they have a true collaborator, to help them manage the investment part of their practice.
In other words...