Congratulations to our colleague, featured in Schwab’s current ad campaign
I am thrilled to report that our colleague, Molly Stanifer, is one of a handful of advisors nationwide featured in Schwab’s current advertising campaign. The campaign promotes independent investment advisors like Old Peak.
In the brief advertisement, Molly focuses on what makes firms like Old Peak unique: we are fiduciaries. We take an oath to put our clients’ interests first.
Schwab is the leading broker in working with independent investment advisory firms. Our clients have their accounts at Schwab, and Schwab provides us and our clients with a robust online platform, careful execution and responsive customer service.
I am 100% certain that the independent, fiduciary model is the best one for clients. We avoid the conflicts of interest the big banks face every day, and we can be laser-focused on the only thing that matters: our clients’ long-term success.
Thank you, Molly, for representing us so well.