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How does the advisor help clients – Key Takeaways:
- Create customized financial plans to meet individual client goals
- Provide ongoing portfolio management and monitoring
- Offer emotional and behavioral support during market fluctuations
- Stay up-to-date with current market trends and adjust strategies accordingly
- Provide access to a wide range of financial products and services
Facts and Insights:
OUTRIDER MANAGEMENT, L.L.C. was founded in 2005 and has been in business for 16 years. They currently have $500 million in assets under management and a team of 10 advisors. The firm has a strong track record of success, with many satisfied clients who have achieved their financial goals with their help.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Wealth management
Client Types:
OUTRIDER MANAGEMENT, L.L.C. serves a diverse range of clients, including individuals, families, and small business owners. They also work with high-net-worth individuals and institutions.
Fees & Compensation:
The firm primarily charges clients a fee based on a percentage of assets under management. This fee may vary depending on the services provided and the size of the client’s portfolio. OUTRIDER MANAGEMENT, L.L.C. does not receive any additional compensation for recommending specific products or services.
Background:
The team at OUTRIDER MANAGEMENT, L.L.C. has years of experience in the financial industry. They are highly educated and hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA).
Financial Advisor Disclosures to Know:
- OUTRIDER MANAGEMENT, L.L.C. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at the firm are licensed to sell securities and provide financial advice.
- The firm has a fiduciary duty to always act in the best interest of their clients.
- OUTRIDER MANAGEMENT, L.L.C. has a clean record with no disciplinary actions or sanctions.