A. Our five-step new-client process is a series
of consultations that take place between you and us. It is unique
to each family and delves deep into your retirement and family
financial vision. Our process is designed to help you find The
Balance Between Wealth and Happiness.
As your primary source for private wealth management, we provide
you goals-driven, not market-driven planning. This innovative
and highly sophisticated client-centered planning process is how
planning should work. Your plan will account for inflationary
periods such as the late 1980s, recessions, depressions such as
1929, market booms, market collapses such as 1974-1975 and 2000-2002,
terrorist events such as 9/11, wars and other world conflicts.
The result is an easy-to-understand, high-confidence plan that
accounts for real-life events and helps you achieve your goals
without unnecessary risk to your investments or your lifestyle.
You will receive quarterly plans illustrating your progress towards
your goals. We can also run "what if" scenarios at key decision
points in your life at any time.
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What allows Pillar to provide me premier private wealth
management services that is in a class of its own?
A. We are proud of the high caliber, fee-based,
services and success we deliver to our clients due to our exclusivity.
We work with a limited number of clients that we trust, respect
and who share our business and family values; we are not all things
to all people.
As a premier provider of private wealth management services
we deliver a suite of white-glove services that cater to sophisticated
and affluent families. We have a $1 million investment account
minimum and a $10,000 annual fee minimum.
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How does Pillar's investment management process provide
me peace of mind?
A. We view your wealth/investments as a means
rather than an end. We strive to assist you in achieving your
life-goals...whether you dream of a comfortable and dignified
retirement, worldwide travel or philanthropy. Pillar's investment
philosophy is based on providing you low turnover, tax efficient,
liquid and diversified institutional-style mutual funds or electronically
traded funds. We also implement hedging and cost control strategies
since both are critical to your rate of return. We help you achieve
more predictability with your investments in order to maximize
your level of confidence in reaching your dreams.
Your portfolio will be allocated and rebalanced by Pillar with
an eye on costs and tax ramifications. Our portfolio strategies
and planning process have been extensively researched and tested
against historical economic and world events in an effort to deliver
care-free investment management solutions to help you achieve
your goals. You can rest easy, knowing your portfolio has been
specifically designed to withstand the day-to-day and year-to-year
fluctuations in the markets.
We'd like to share two quotes, representative of our beliefs,
from the Yale Endowment Annual Report 2005.
"But how, you might ask, can defense be so important to Yale's
remarkably positive results? Starting with that great truism of
long-term success in investing - if investors could just eliminate
their larger losses, the good results would take care of themselves
- we remind ourselves of the great advantages of staying out of
trouble"
"The obvious risks in manager selection are two: hiring managers
after their best results and terminating managers after their
worst"
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What client-centered services will Pillar provide me
to help me achieve financial security?
A. Our client-centered services revolve around
solving your financial challenges. Please
click here to view a detailed list.
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How does Pillar's independence and fee-based approach
create a culture of straight talk and honesty?
A. Pillar is a fee-based independent firm with
no proprietary products. You can expect a culture of straight
talk, honesty and sound advice from us. Our product is The Best
Advice We Can Give You.
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How is Pillar accountable to me as a client?
A. We return your calls and emails promptly,
track and monitor your rates of return, provide you a go-to person
when your main contact is not available and work to keep your
fees and expenses low.
You can expect us to understand your financial goals and to
provide you workable solutions to ensure your financial security.
We bring to the table real life experiences of helping people
just like you.
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What should I bring to our first meeting?
A. When you come in for your first consultation
with us, the "What's Important To You" meeting, you should look
to tell us about yourself, your family and what is near and dear
to your heart. This is an opportunity for us to evaluate each
other and to build trust and confidence in each other. While the
bulk of the meeting will cover these types of details, you will
need to bring the following with you.
