Capital to accelerate growth or succession plus a plan to get you there.
Capital Partners to Wealth Management Professionals
The Industry has not evolved to the growing needs and wealth of investors. Pending regulatory changes will accelerate change. We are looking to partner with advisors who are looking to lead this evolution.
The industry has not evolved to the growing needs and wealth of investors.
Twenty years ago, when the mutual fund industry was coming of age, fees were not an issue. Most clients were smaller and mutual funds represented a cost effective structure to deliver high quality investment management to the masses.
But as clients have evolved and their assets have grown the cost structure of most funds have not evolved along with it.
Unfortunately, the media portrays the financial advisor as the person being unduly compensated in this equation
WE COMPLETELY DISAGREE!
With Change Comes Opportunity
To take advantage of the opportunity you must first address the issue of large subsidizing small. Larger investors are in-effect “subsidizing” smaller investors and successful advisors “subsidize” small advisors.
EWA Capital Partners works with financial professionals to provide capital which will enable their business to become a place to grow their high net worth clients and provide a long term succession solution.