You recommend that all clients have a “Lead Advisor” and state that Janiczek & Company is well suited to perform this role. What do you mean?
The answer goes back to one of the consequences of not having a relationship of trust with a good fiduciary, fee-only, full disclosure, full-breadth advisor (see above). Investors who lack this type of relationship often maintain multiple accounts with multiple financial service professionals and organizations. This scattered approach to wealth management has numerous complications that undermine any real or perceived diversification benefits. It can lead to information overload and confusion, cost inefficiencies, portfolio overlap, shallow advisor relationships, and more. We believe it is more efficient and less confusing to engage a quality lead advisor, who organizes, analyzes, and seeks to optimize your complete financial situation. We eliminate complexities by consolidating accounts in order to achieve your diversification goals from a much more manageable and efficient foundation. The advantages of this lead advisor approach are further enhanced by our full-breadth capabilities.
