All of them will sell you the latest and greatest investment product that will give you “the best” return. What they don’t tell you is they limit their offerings to what is best for their firm and themselves. Many of the incentives for Wall Street are based on volume and quantity instead of quality. How many times do you hear about a really conservative investment for a really low cost? They will have little or no patience for you needing some really, really safe and secure money. They don’t make any money from it, so they will never suggest it.
At Oxbow, we are not paid to sell you anything. As independent advisors, we have the ability to span the landscape of the best quality investments to fit your unique needs. We do not get caught up in the glitz and glam of the latest investment offerings. Better yet, we know how to hold onto money in good times and bad.