Be Part Of A Team Changing The Industry
Comprehensive Planning Clients Enjoy
Clients usually hate the financial planning process. It's boring, they don't understand it, and many times blindly trust their advisor is right. We've created an interactive and fun approach that has clients talking to their friends and family about the experience.
Using Research To Invest Clients For The Long-Term
There are a million investment strategies out there touting great performance. However, only a few are backed by academic research and studied over centuries. Our portfolio strategies are based on this research and then tailored to each client.
Focusing On Helping Our Clients Live Better Lives
The whole point of financial planning and investment management is to help our clients live better lives. By helping them truly understand their financial position, where they are heading, and how their investments are a part of that plan, our clients can have the confidence to live better lives.
We're on a mission to transform the financial industry. Studies consistently show that people trust financial professionals the least. This is largely due to the traditional approach of pushing sales targets and high-margin products onto clients.
At Straight Path, we're different. We believe in putting clients first and helping advisors build successful businesses. Together, we can bring about the changes needed to make the industry more respected and sustainable.