…exclusively small independent RIA firms. Typically, one or two-person fee-based planning and advisory firms striving to offer the best investment advice and portfolio management service they possibly can.
Because of a desire to spend more time with their clients, the clients I seek recognize a need for outside assistance. They are planners and advisors looking for a trusted independent resource to help them with portfolio management. They choose not to outsource this function to a third party or bring onboard a dedicated CIO. Rather, they look for assistance in the heavy lifting of building portfolios and asset selection while retaining full control of the entire process.
Why serve only the small firms? Simple, they need the most help, and have fewer options. I started Pangea Financial to provide an affordable option. I have come to understand that small firms provide the most personalized service. My mission is to serve them so they can best serve their clients.