Protinus is an intellectual property company providing custom service offerings that help financial advisors deliver deep support to their clients. More
January 24, 2013
It’s the dog days of August and time to revisit the vision of this blog. Hopefully we are traveling along the same road. We sometimes struggle while growing our business, have some breakthroughs and definitely have some fun on the journey. We will do our best to continue to provide you with food for thought, some insights and our own experience in our continual transition from Assets Under Management to Wealth Advisory Services.
We believe Wealth Advisory Services involves both art and science. The science (Assets Under Management) is primarily about investment management and tax reporting. An advisor is an agent of the market delivering solid investment returns.
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