Our philosophy and process is rooted in the virtues of productiveness, money, prices, and markets. As investment advisors, productivity is measured in dollars of client assets entrusted to your care. To complement that, we propose an objective value proposition for your practice – true wealth management, to replace the subjective process – traditional return management.
If we advocate holding your clients accountable to their dollars of future wealth, you should hold yourselves accountable to dollars of future wealth under management. If you focus your clients investing behavior on their present and future quality of life, you should challenge yourselves with behavior that will improve the value of your business.
Clients of Poetic Justice Capital Management will have exclusive access to our weekly client letter – Percepts, and our monthly commentary – Precepts. The first will have a current events focus, the latter will have a long-term trends.
As the roster of Poetic Justice Capitalists reaches critical mass, we will initiate a social media marketing campaign. Its goal is to identify investors who are fed up with the traditional advice model. They are your future clients who are ready for an advisor relationship that truly meets their needs, is easy to use, and is reliable.