Our client’s needs are best met when there is a strong working relationship between ourselves and the firms providing services to you. For this reason, we've forged partnerships with investment management firms, accounting firms, consultants to family offices, technology providers, and especially firms that focus on investor education.
To illustrate how these partnerships work, we've described our relationship with Lehman Brothers and The Institute for Private Investors below. (See the Partnership List for a complete list of the FNI current partners.)