We Focus on just 10 Clients.
You could be one of them.
Fully Documented Account Reviews Monthly Summary Reports Quarterly Comprehensive Analysis Reports Quarterly Reviews, Face to Face with your Advisors
Are you a high net-worth investor?
Are you dissatisfied with the services and performance from your current advisor?
If you are a dissatisfied investor, the reason may be:
Too many clientsOur experience has shown that many investment advisors have over 200 clients. With hundreds of clients and thousands of holdings, totaling tens of thousands of different account variations that all require management, an advisor’s attention can be stretched quite thin.
Too much biasMany advisors work at large brokerage firms, as did many of our team members at one time. It was not uncommon that these firms were frequently pushing, or “strongly encouraging” the use of specific products. In a world where your advisor’s compensation can vary from 0.25% to 15% based on the product they sell, it is easy to see where bias can get in the way.
Too little communicationLack of communication is often the top complaint by high net-worth individuals. When you have too many clients, it often leads to a lack of regular, meaningful communication. The communication should not start and end at the beginning of the relationship, it should build over time.
At tenclient, we are a team of independent, unbiased, seasoned advisors who provide comprehensive, contractually committed services to a select few investors.
The “tenclient concept” is built around one goal: To provide a select few clients with the industry’s most comprehensive service plan. 10 days a month are committed to 10 clients, one day each. To do so, each client is assigned a team of dedicated advisors who manage their select accounts with a focus on the client’s unique goals.
Our business model is simple:
- A team of five investment professionals per client
- A maximum of 10 clients per team
- Minimum client relationship; $10,000,000
Contractually Committed Services for a Select Few
We realize that each person has unique expectations of their investment service and communications plan, present and future. With that in mind, we build a custom service contract for each person in the tenclient program. Lip service is not an option.
Fiduciary Services Contract
Consistent Phone Contact
Monthly Internal Reviews
Quarterly Face-to-Face Consultation
Annual Summary Report
Annual Master Plan Review
The “tenclient concept”
The “tenclient concept” is the elite services program within Lawing Financial, an independent investment advisory firm, since 1988. Federally registered, with over 50 team members, Lawing Financial is unique in its size and independence. All told, few independent firms have the infrastructure and depth of experience to provide the high level of support that Lawing Financial offers its clients.