Clients should be aware of how the industry insiders view the market and its customers, and they can do so through reports like those linked here. Traditional wealth management is being forced to change. It is not necessarily because they are treating their customers poorly. In most cases, it is simply a matter of volume, which means that in most cases customers are indeed seen as customers who must be categorized and arranged like stacks of lumber. This is understandable, and we are not trying to change or decry their business model. We simply work with a clientele who value a high quality of care and a precisely calibrated strategy that is decoupled from institutional sales platforms and standard-issue products.