"True comprehensive wealth management makes a strong, vital connection across the whole HNW family creating a strong epoxy for the wealth management firm and its relationships." Nick Gregory, CEO, Financial Engineering Instit
Can this type of reorganization, into a B Coporation, signal and help ensure a greater level of transparency and rebuild trust for the financial services industry?
[In the Institute for Innovation Development ’s ongoing interviews with active asset managers, we are seeing a growing trend of portfolio construction exploration and
"This is not an area where it’s better to ask for forgiveness than permission because failure to ask for permission can result in a very public and humiliating enforcement action." - Todd Cipperman
"By having risk-reward foremost in our process, we can provide a relatively smooth ride in a relatively volatile asset class." - Colin Symons, Symons Capital Management
"More than education was needed to empower individuals to invest with confidence – also needed was innovation in the form of a fundamentally different approach to investing." - Leland Hevner, President, National Assn of Online Inv
"A well integrated "social due diligence" mindset built into the investment process addresses any of your clients that believe in investing in well run 21st century companies and value a strong risk management approach". - 
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