Our vendor/partner in investment management and our Registered Investment Advisor1, had been Partnervest for quite some time. Earlier this year, Keythe Ward Aguilar, CFP and I, decided to form our own Registered Investment Advisory firm. Keythe is someone I have known for nearly 20 years and for whom I have tremendous respect and admiration.
“Keythe and I have a shared vision that our clients should have access to the best talent we can find. We feel that when we collaborate with other advisors we get a much better result than if we all try to go it alone.”
After much deliberation, we decided to call it ProCore Advisors with the idea that we would offer a suite of Professional services with us at the core to vet, manage, and supervise. We have collaborated with lots of great professionals as many of you know. We often recommend CPAs, attorneys, realtors, mortgage brokers and property and casualty agents just to name a few. Keythe and I have a shared vision that our clients should have access to the best talent we can find. We feel that when we collaborate with other advisors we get a much better result than if we all try to go it alone. We hope to talk more about this in the not too distant future.
What Procore Advisors has now is great talent. Keythe is a CFP with decades of experience in financial planning and asset management. We have also brought in Bryan Ward, CFP, CIMA. Bryan brings practical experience with his considerable training and know-how. We hope to feature more about Keythe and Bryan in future issues. Know that we are here for you and that we have greater depth than ever before as well as a succession plan for contingencies.
Keep looking for new offerings by ProCore and be sure to download our portfolio management suite where you can view all of your accounts in one place and track performance across all of your accounts. We also offer the Apple iTunes (iOS) and Google Play (Android) apps for your phone so you have information at your fingertips.
