We refer clients to pre-screened financial advisors

We started Select Advisors & Co. in 2014 with a simple but groundbreaking philosophy that just asking a friend or colleague for a referral may not be the best approach to finding a family office or wealth advisor. Your investment needs, background, account size, family situation and personality are most likely not the same as those of the person you ask. At the same time, whomever you ask should be keeping abreast of the markets and investment products, compliance and regulatory changes, and w...

We started Select Advisors & Co. in 2014 with a simple but groundbreaking philosophy that just asking a friend or colleague for a referral may not be the best approach to finding a family office or wealth advisor. Your investment needs, background, account size, family situation and personality are most likely not the same as those of the person you ask. At the same time, whomever you ask should be keeping abreast of the markets and investment products, compliance and regulatory changes, and wealth management trends in order to make the most appropriate referral to you. Following the status symbol, or the “Oh, I’ve got this guy”-advice may not serve you best in the long run. Select Advisors & Co. serves as that referral resource, providing a platform between high net worth clients and wealth managers, with a mission to customize matches based on our proprietary quantitative and qualitative criteria. We believe that our clients are owed the highest level of education and transparency when selecting a wealth manager. We see a wealth manager as an extension of your family.