I transferred my accounts to Prescott Wolfe about two years ago. What a difference. Previously, I had accounts with a few different managers. While I thought I was diversified, I had many investments in similar industries, and a particularly high concentration in one. Now I understand my goals and objectives, and the role each asset plays in my portfolio and how it moves me towards my long term goals. They’re direct and transparent, and more importantly patient in explaining what we’re doing and why. As a result, I feel more empowered when making decisions and more confident about my long term financial security. I was referred to them through a work associate, and have since referred two other people I know.
