The benefit of a large financial advisor is the institutional knowledge they can bring to any investment strategy - things like robust data analytics and access to emerging investment opportunities.
The downside can often be a lack of personalized vision or one-on-one follow through, leaving individual investors feeling more like parts of an algorithm and less like active participants in their retirement planning.
Smaller financial advisors are usually fantastic at individualized strategies, but often lack the employees necessary to give investors an advantage.
At Coign, we’re large enough to be at the vanguard of changing markets with robust analytics, yet small enough to feel like family. That’s the Coign advantage.
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Have you ever felt like there’s more to life than just balancing spreadsheets and chasing that extra dollar?