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, family-owned firm, we’re know we’re not for everybody. But if you’re seeking an alternative to the traditional model, below are some of the key differences in what we offer our clients.
| Bootpack | Traditional 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 20 | 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 with Advisor, typical response time of <24 hours. | Call 1-800 number, or interact with junior employee |
| Portfolio Management | ||
| Low-cost approach to stocks & bonds | ✓ | |
| Focus on global diversification | ✓ | |
| Preference for firm's own propreitary funds and products | ✓ | |
| Access to and deep expertise in alternative investments (if appropriate) | ✓ | |
| Tax-efficient placement of investments | ✓ | |
| Ability to optimally incorporate client's legacy investments into new portfolio | ✓ | |
| Financial Planning | ||
| Provide guidance and sounding board, when possible, on all financial matters | ✓ | |
| Incorporate all assets and liabilities, including non-managed investments, into projections | ✓ | |
| Net Worth projections to guide decision-making | ✓ | |
| Advisors that understand your personal, career and families objectives and trajectory | ✓ | |
| Analysis of insurance policies and referrals to high-quality preferred brokers (we are never compensated for such referrals) | ✓ | |
| Tax Advice | ||
| Intergration between investments and tax planning | ✓ | |
| Proactive guidance on tax-advantaged charitable giving | ✓ | |
| Preferred Lending | ||
| Access to line of credits collateralized by investments | ✓ | |