Many of our clients
come to us once they reached a certain level of wealth, or are working toward a
particular financial goal. Many recall past experiences with their brokerage,
bank, or insurance company and they couldn’t help but feel they were constantly
being "sold". Looking for an alternative to the common investment
sales model? You have found it -- with Court Place Advisors.
Operating only as
fiduciaries and private money managers, Court Place Advisors stays free and
clear of any investment product bias or sales pressure. In fact, Court Place
Advisors sells no financial products what so ever. Instead of selling product,
Court Place Advisors works with our clients to develop long-term investment
strategies founded on trust and a clear understanding of individual client
needs and goals.
Investment Advisors, Court Place operates as independent Investment Counsel.
This means we provide fee-only investment advice and investment supervisory
services based on individual client needs. With no sale incentives or referral
fees to worry about, we avoid any conflicts of interest and are able to
maintain fiduciary responsibility to our clients.
Our independence and
role as fiduciaries gives us unique objectivity. Specific client objectives,
time horizon, and risk tolerance are priorities in every investment decision.
We tune-out any influence of external research firms, investment banks,
wire-houses, insurance companies, broker-dealers, and fund managers – anyone,
or, anything that may be self-serving.
Court Place provides
both a dedicated relationship manager and an experienced investment management
team. Our track record speaks for itself, both with strong customer retention
and steady client growth. Once client goals are determined, Court Place
develops and implements the particular investment strategies to meet specific
expectations. We can prove it. Come visit and let us show you,
client-by-client, just how well we have achieved their investment goals over
many years and through extremely varied market conditions.