You Retain Full Control of the Investment Process

Because of a desire to spend more time with their clients, many advisors recognize a need for outside assistance. They typically focus on planning and high impact client facing activities. These advisors look for a trusted independent resource to help them with portfolio management. They choose to neither turnkey this critical function, nor hire a dedicated CIO.  Rather, they look for assistance in the heavy lifting of building portfolios and asset selection while remaining engaged in the entire process.

With Pangea, you retain full control of the key investment decisions, from articulating your investment philosophy through trade execution. I provide you with support at every step, saving time and money. Rather than handing over control to a larger firm focused on its objectives, a custom Pangea solution is designed for your needs.