An exclusive cohort of boutique managers.
The boutique manager landscape is our domain – and we make it our goal to stay on top of who’s out there and how they’re performing. Our standards for partnership are high. Every manager is evaluated until we believe they’re capable of delivering results. Every product starts with an idea that we attempt to analyze from every angle. We only want to work with the best. Not everything makes the cut – and it never will.
Insights, Research, and Resources
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS
March 08, 2024Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast.
The Active Advisor Podcast
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