FAQS
Some of our clients and people we work or have worked with have made us understand that it’s not easy to trust a third party for managing a person or family’s wealth. We answer some relevant questions that we usually are asked by potential and current customers so that you will understand that working with Seed Advisors has a lot of potential for you.
¿Can you manipulate my money without me knowing that you are doing so?
No. We do not have access for handling your money and cannot operate ourselves. Any transfer, investment, and operation has to have your approval and order, and a communication between the client and the financial entity will be mandatory.
Where does your return come from? Who is paying you?
Our only source of income comes from a professional relationship through a retainer/fee with all our clients. We do not make any money from financial institutions: the margins we negotiate are pulled back to our clients. We do not make commissions for chosing an institution over another one.
Are you biased on chosing one financial firm or a specific type of financial product?
We are not. The financial firms we work with do not pay us. We do not work based on royalties or commisions neither which ensures: A) We do not have to prioritize profitabilty over risk, B) We are not in a hurry if it’s not the time for making certain investments. We always seek for the best match to the client’s financial portfolio and won’t trade our long term strategy for any short term revenue let alone any type of discounts or commissions.
How much can I be in control of my finances when working with you?
You decide how much in control of everything you want to be!! Whether being on top of all decision making and all planning, including implementation; or just setting the fundamentals together and following yourself milestones and implementation periodically.
Do we have to stop any ongoing relationship with advisors or managers?
You do not have to do so. We can work jointly with your current advisors. We believe we bring to the table difficult assets to find and are positive we will always add important value.
What can I expect as far as results? Will my wealth grow exponentially?
Managing your wealth requires being patient and cautious. In our current global markets it is difficult to get high returns without excessive and unnecessary risks. Our work will be aimed at configuring a proper strategy, simplifying and interpreting all indexes so that we will be able to work together naturally: we use common sense and will never do with your money what we wouldn’t do with ours.
What’s the next step in order to start working with you?
It’s simple: we have to get to know each other and develop mutual trust. You have to feel comfortable and believe in our experience and track record. From there on it’ll be gradual: we have to prove that we solve problems and offer solutions. It’s the only way for your trust.