Independence is an Opportunity
The big firm's platform, though large and expansive, places limits on wealth advice.
When we founded Perron & Partners, we immediately saw what was possible when we weren’t inhibited by corporate directives, held to certain sanctions, or restricted to in-house resources.
We could, among other things, conduct research through a variety of institutions, take advantage of multiple sources of ideation, choose only top-performing managers, and find low-cost investments to improve your bottom line.
Essentially, the difference is that we can mold and flex our services to fit the needs and preferences of each client; this is the opportunity that independence represents.
It's also become a central purpose for our team, and a drive that builds as we find success for clients one by one.