A New Partnership with Focus Partners Advisor Services
We're excited to share a new strategic partnership with Focus Partners Advisor Services. Focus Partners provides institutional-caliber technology, investment research, trading and operational support, cybersecurity resources, and advanced planning resources to independent firms like ours — the kind of infrastructure that would be difficult for a firm our size to build alone.
This will allow Quarry Hill to remain what it's always been: a boutique, independent, fiduciary advisory firm. We continue to own the firm, make every decision, and serve as your trusted advisors. Bjorn and I are confident this partnership will make Quarry Hill stronger while preserving everything that makes our firm unique. There are many benefits Focus will provide QHA clients:
- By taking administrative and operational work off our plate, Focus allows our team to spend more time where it matters most: serving you.
- Fee savings for clients via lower-cost ETF portfolios
- Fee savings for many clients by replacing bond mutual funds with bespoke bond portfolios at no charge ($500k minimum)
- Lower investment cost pricing for clients using direct indexes
- Access to new lending solutions, and negotiated pricing for our clients
- More sophisticated tax management for clients with concentrated stock positions
- The addition of Fidelity as a custodial option for client accounts
- Best-in-class technology and resources supporting every recommendation we make.
- Expanded access for clients to a broader range of tax-managed investment solutions, family office solutions, and lifestyle services
- Institutional planning support spanning a wide range of client needs – Risk Management, Trust & Estate Solutions, Charitable Planning
- High Yield Cash Management Solution
- Personal Trust Services
It's the best of both worlds: the personal relationship of a boutique advisory firm, supported by the resources of one of the industry's leading platforms.
This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing contained in the material constitutes a recommendation for purchase or sale of any security, investment advisory services or tax advice. The information and opinions expressed in the linked articles are from third parties, and while they are deemed reliable, we cannot guarantee their accuracy.
