Global Advisers Redefines Wealth Management by Eliminating Conflicts and Prioritizing Strategy Over Sales
November 2, 2021
Global Advisers Redefines Wealth Management by Eliminating Conflicts and Prioritizing Strategy Over Sales
November 2, 2021
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FOR IMMEDIATE RELEASE
Global Advisers Challenges the Traditional Wealth Management Model with Planning-First, Product-Neutral Approach
Philadelphia, PA โ [Insert Date] โ Global Advisers, LLC is redefining how wealth management is delivered by rejecting product-driven compensation models and emphasizing a planning-first approach rooted in independence, objectivity, and modern client expectations. At a time when many firms still rely on legacy fee structures and sales incentives, Global Advisers is offering an alternative.
โClients donโt need more productsโthey need more clarity,โ said Stephen Kovach, CEO of Global Advisers. โWe built this firm to eliminate the noise and focus on strategy, not sales.โ
Global Advisers operates independently, without broker-dealer affiliations or product quotas, allowing the firm to structure advice solely around client needs. Portfolios are designed in-house, using individual securities, passive funds, and alternatives where appropriate. Planning strategies are integrated across investment, tax, risk, and estate domainsโdelivered without hidden fees or layered charges.
The firm serves clients across the U.S., with an emphasis on professionals, entrepreneurs, and retirees seeking a modern, responsive, and conflict-free wealth partner.
This article is being provided for educational purposes only. The information contained in this article does not constitute a recommendation from any Global Advisers entity to the recipient, and Global Advisers is not providing any financial, economic, legal, investment, accounting, or tax advice through this article or to its recipient. Neither Global Advisers nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this article and any liability therefore (including in respect of direct, indirect, or consequential loss or damage) is expressly disclaimed.