Within the investment advisory industry, it is sometimes said that there are two types of advisers: an asset gatherer and an asset manager. Asset gatherers sell stuff and move on to the next sale. Their primary focus is on signing new clients and putting them into a basket of mutual funds. Asset gathers often only meet with clients annually.
On the other side are the asset managers. Asset managers primarily focus on managing investments. While every adviser in this business needs new clients, the difference is in the client service and the attention your investments receive after the initial onboarding. Integrated Planning Strategies is definitely an asset manager.
On the other side are the asset managers. Asset managers primarily focus on managing investments. While every adviser in this business needs new clients, the difference is in the client service and the attention your investments receive after the initial onboarding. Integrated Planning Strategies is definitely an asset manager.
Services
Chris has been helping clients with their investment and financial concerns since 1998. Prior to becoming an investment advisor, he worked in accounting and economic development. He has a BS in Finance and Economics from Oklahoma State University and an MBA from the University of Central Oklahoma. Chris makes client service a high priority, and has maintained a spotless regulatory history throughout his career.
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