GlidePath has a unique background that benefits individual investors and their families.
Our founder (Ron Surz) has an institutional background and more than 40 years of wealth management experience.
Ron spent several years at a Wall Street firm that provided financial advice and services to corporate, union, and public pension plans. His knowledge and advice influenced the investment of hundreds of billions of dollars.
The GlidePath Idea
GlidePath’s research showed millions of people, not institutions, pay excessive fees, commissions, and other expenses for inferior financial advice, services, and performance.
GlidePath Wealth Management was born when Ron asked his team if there was a way to deliver institutional-quality financial advice and services to individuals and families for one all-inclusive fee.
How can GlidePath deliver institutional-quality advice for a competitive fee? The financial advisors we work with have virtual relationships with their clients – no wasted time traveling to and from meetings. Plus, state-of-the-art financial technology manages, trades, and administers client portfolios.
The $7 Trillion Solution
GlidePath’s institutional-quality investment services are based on an extraordinarily popular wealth management service that people use to accumulate retirement assets inside 401k plans – Target Date Funds using investment glide paths.
This investment service had virtually no assets in 2006, $2 trillion of assets by 2019, and will have an estimated $7 trillion of assets by 2025.
A Better Solution
Target Date Funds are mutual funds that pool assets for investment based on the year people plan to retire. Because assets are pooled for investment, everyone in the fund is invested exactly the same. That is not the GlidePath way. We know all 50-year-olds are not the same. They have different circumstances, goals, concerns, and requirements.
That is why all GlidePath clients are invested separately. Every GlidePath client has his or her own portfolio. Instead of managing a few model portfolios, GlidePath can manage thousands of individual portfolios that have their own unique characteristics.