We’re Built Different
At Bootpack, you’re not just another account number.
Traditional wealth management firms come in all shapes and sizes, and there are no shortage of options. As a boutique firm, we’re know we’re not for everybody. But if you’re seeking an alternative to the traditional advisor model, below are a few key differences in what we offer our clients.
| Bootpack | Standard Advisor | |
|---|---|---|
| Firm Structure, Objectives and Principles | ||
| Ownernship & Affiliations | 100% Independent. Owned & Operated in Jackson Hole | Owned by or affilated with large bank, "Big Box" asset manager, insurance company |
| Industry Credentials | Lead by a CFA & CFP, the gold standard certifications in investment management and financial planning, respectively | |
| Clients Per Advisor | Less than 25 | Typically 50-150 |
| Alignment of Interest | We "Eat-Our-Own-Cooking" and invest our personal money utlizing the same funds and strategies as we do for clients. | |
| Customer Service Approach | Direct relationship and communication with Advisor | Call 1-800 number, or interact with an employee that doesn't know you |
| Portfolio Management | ||
| Low-cost, data-driven approach to stocks & bonds | ✓ | |
| Focus on global diversification | ✓ | |
| Access to and deep expertise in alternative investments (if appropriate) | ✓ | |
| Build client portfolios with firms own higher-fee, proprietary funds and cross-sell other products | ✓ | |
| Tax-efficient placement of investments | ✓ | |
| Ability to incorporate client's legacy investments into new portfolio in a tax-efficent manner | ✓ | Invests client's in a one-size-fits-all "model" portfolio and outsource decisions to a corporate CIO | ✓ |
| Financial Planning | ||
| Advisors that understand your personal, career and families objectives | ✓ | |
| Incorporate all assets and liabilities, including non-managed investments, into planning | ✓ | |
| Access to interactive planning and portfolio portals with real-time net worth information, available 24/7. | ✓ | |
| Provide guidance and sounding board on all financial matters (e.g. home purchase, college planning) | ✓ | |
| Sell insurance to clients as core part of financial plan | ✓ | |
| Analysis of estate plans & insurance policies and referrals to high-quality preferred attorneys & brokers (and never compensated for such referrals) | ✓ | |
| Tax Advice | ||
| Intergration between investments and tax planning | ✓ | |
| Year-End Tax Planning | ✓ | |
| Proactive guidance on tax-advantaged charitable giving | ✓ | |
| Preferred Lending | ||
| Access to bank lines of credits (with attractive rates) collateralized by portfolio | ✓ | |