We're investment advisors first Business owners second
WE DON’T HAVE A BUSINESS MODEL.
We have an investment model.
Most wealth management groups let their business model guide decisions. It sounds logical – wealth management groups are businesses, after all – but it often results in prioritizing sales growth over quality and customer service.
At Armbruster Capital, we do things a little “backward” (according to the big guys) and rely on our investment model to guide everything else.
That’s why we incorporate research-backed ideas into concepts that work for each of our investors. And we test everything we do with our own quantitative research to confirm it holds up in the real world.
Whether or not it drives business growth.
Jack Bogle, the founder of the Vanguard Group, told us that when he joined the industry over 50 years ago, investment advisors were true fiduciaries – stewards – of their clients’ money. Back then, it was a mission.
Now, there’s too much focus on revenue generation, and it’s become a business.
We believe it should still be a mission.
That’s why we don’t have a business model. Investment advisors need investment models.
