Financial planning, at essence, is “helping people make smart financial decisions,” according to Marc Schindler, a founding partner of Pivot Point Advisors in Bellaire, Texas. His firm helps clients by following a quantitative approach that uses computer modeling and takes the long-view on investments.
“Our clients are predominantly higher net worth people that are probably between the ages of 55 and 75,” he said. These are people who are “too busy to manage their own portfolios that need good solid advice and transparency.”
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