Size can have its advantages — when going with a bigger firm; you may be hoping to experience lower fees because of volume and scale. But, it can also leave many advisors feeling like a “drop in the bucket” if they don’t have a huge amount of assets parked at one of these larger firms. It can also be incredibly difficult to get personalized service or direct access to portfolio managers.
…which raises the question — is bigger better?
That’s the question Sweta Singh, our Fixed Income Portfolio Manager, addresses in this video:
If you’re an advisor who wants competitive pricing and values customer service, direct access to portfolio managers, and customizable solutions to your investing needs, you should see what makes City Different, well, different.
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