Imagine a financial advisor firm in Denver where common sense and ethics rule the day vs. management overhang and embarrassing headlines.
Envision financial advising from a wealth management platform customizable for each client, one that’s driven by a conscientious, caring team.
Experience the freedom of removing sales quotas from the equation, becoming a true advisor to clients that matter.
Infinium Investment Advisors is seeking like-minded, experienced advisors in the Denver, Colo. marketplace — advisors who know there is a better way to run their practices.
I once walked in your shoes. After a decade working for Merrill Lynch, it was obvious that the bank brokerage model was severely damaged by the financial crisis. In the fall of 2008, several big-name brokers had sacrificed their reputations, completely mismanaging their businesses and endured forced mergers. Smith Barney was adopted by Morgan Stanley and Merrill Lynch by Bank of America.
These alignments failed to net better platforms or satisfy employees. Client doubt and distrust continues to fester. An army of financial advisors can’t help but wonder whose name will be on the marquee next.
The endgame for these outsized and outmoded institutions is summed up by Warren Buffett. “It takes 20 years to develop a reputation and only 5 minutes to ruin it.” That very theory led me to embrace independence as the most optimal way to serve my clients in Denver and beyond.
Just a few short years ago, advisors needed the infrastructure of a large firm in order to operate efficiently. Not anymore. Technological advances mean that informed independent financial advisors can build custom platforms that trump those of the most widely-known brokerage houses. We’ve done precisely that. By late 2009, Infinium Investment Advisors completed an extensive vendor selection process from our Denver headquarters, securing relationships with the premier solutions providers in the financial advisor business.
Through them, Infinium Investment Advisors Denver has access to the best-of-the-best products, enabling us to realize an experience and results that would be unattainable while locked into a larger firms' platform. We’re not content to rest on our laurels either. We continually assess the latest software and technology available on the market and because we’re independent, we have the freedom to upgrade our tool set to stay ahead of the competition.
If you’re ready to learn about independence and if you own the ethics to do right by the client, drop an email or call us. Let's explore if your vision of meaningful financial advising matches with ours.
Best regards & continued success,
Mark S. Starosciak, Managing Partner & Financial Advisor Denver