The Human Touch

In Part Four of our series, The Value of Fiduciary Advice we discuss the human touch. You may have heard of robo-advisors. These are automated platforms that use algorithms to manage your investments based on your goals and risk tolerance. But something robo-advisors don't offer is the human touch. The ability to speak to someone you know and trust whenever you want to.
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Hypothetical or back-tested performance is provided solely for illustrative purposes and does not represent actual trading or the performance of any specific client account. Hypothetical performance is achieved through the application of models or strategies applied in hindsight and is subject to significant limitations. Assumptions used in calculating hypothetical performance may not reflect actual market conditions or material economic and market factors that could affect results.