Why Become a Mandeville Advisor?
It’s Time to Change the Conversation...
At Mandeville, our investment approach is based on the concept that since the needs of the high net worth and institutional investor are the same as the wealth-seeking investor, the portfolio profiles should be similar.
The world’s most successful institutions and high net worth investors have traditionally created their wealth using an asset mix combining traditional and private and alternative investments.
As a successful seasoned Advisor, how well does the offering from your current dealer allow you to answer the following questions?
Do your clients’ portfolios look like CPP’s?
CPP maximizes their clients’ illiquid assets. Do you?
Could the price of liquidity be jeopardizing your clients’ financial security?
At Mandeville we equip our Advisors with the tools needed to differentiate themselves from the rest of the marketplace and to truly address clients' needs.
At Mandeville, we not only provide access to high quality private investments but we've developed a framework to help advisors gauge suitability and to gauge the quantum that may be applicable in an underlying client portfolio.
We are excited to join Mandeville where they have built an investment firm that focuses solely on the needs of the client. We are able to offer clients the highest quality services and investment products, such as lower cost separately managed accounts, and ACCESS to high quality private income and equity solutions..