Financial Advisors
Every GlidePath client has a dedicated financial advisor.
You need high quality financial advice and services you can trust.
You need a dedicated financial advisor who knows you and your circumstances, requirements, goals, and tolerance for risk.
It is role of your advisor to deliver the right GlidePath Wealth Management service(s).
Planning
When applicable, your advisor is responsible for the development and delivery of a financial plan that facilitates the achievement of your financial goals.
Advisor Network
GlidePath does not employ or license its own advisors.
Specific advisors are authorized to provide GlidePath’s wealth management services to their clients.
Vetted Advisors
All of the advisors in the Network have been vetted by GlidePath:
- Credentials: Education, experience, certifications
- Ethics: Compliance record, fiduciary status
GlidePath Clientele
All GlidePath clients have relationships with advisors in the Network. It is not possible for investors to contract with GlidePath direct.
Best of Both Worlds
You benefit because you have a dedicated advisor providing ongoing financial advice that is fully integrated with GlidePath’s wealth management services.
Advisor Services
The firms that employ or license the advisors are also responsible for administrative services that include:
- Custody of client assets
- Transactions
- Reporting
For example, We believe you deserve monthly reports, online access to portfolio data, and quarterly reviews with your personal financial advisor.
