Pedigree
After 24 years in the investment industry, there are a few things we know for sure. Past performance does not guarantee future results. Investment advice should enrich the client, not the advisor. You cannot systematically beat the market, and you cannot predict the future.
Over the decades, we have seen it all — from junk bonds to dot.coms to hedge funds. Throughout, we have held fast to the belief that it is better to focus on clients than on the latest Wall Street trend.
As we have watched ideas come and go, it never ceased to amaze us how many investment strategies did not add any value to the client. Or, how many strategies were really inappropriate for our friends and family. With this in mind, we built Filigree Advisors — designed to serve those close to us.