A Different Kind of Commentary

In this month’s commentary, I thought I would take a break from reporting on how inflation is tracking or where the unemployment rate may be headed and instead focus on you, our clients, and the relationship we want to have with you. Our business, after all, is all about serving you. 

The Nature of our Relationships

In times like these, where social unrest is high, political ambiguity is higher and financial uncertainty even greater; it is nice to know that our clients realize we are there for them. As advisors, we like to think that we have all the answers to all the world’s problems. Sometimes our industry paints us in that light, and many advisors do little to steer that opinion back closer to reality. Unfortunately, as much as it pains us to admit, we do not have all the answers to all the injustices present in the world. We do not have all the answers to having more thoughtful discourse between political parties. Not having all the answers, however, will not stop us from doing our best to make the world a better place. We do not know when a market bottom has been made, nor do we know who will be elected as the President of the United States in the upcoming election. There are a lot of things about the future that we do not know. We are in good company with the rest of the globe. 

We do, however, have years of experience on which to rely that allow us to see the world through a more measured lens. The knowledge that the team at Wolf Group Capital Advisors has acquired over decades enables us to provide you with straightforward advice and diversified portfolios that hopefully will allow you to achieve the goals that are most meaningful to you more efficiently. We strive to deliver thoughtfully constructed portfolios that are customized to your specific needs from a return, risk, tax, and cash flow standpoint and represent our best effort all the time.

We want you to know that our team is ready and willing to assist every financial need you have. We also want you to know that our team is there as an advocate for you. We want to serve as a sounding board for discussing ideas, new and old. We want to provide insight into what may have previously been an opaque issue. The long-term advisory relationship that we have with you will not only put you on a path to fulfillment but also, ultimately, gives you real clarity and peace of mind. Helping you in this way, and allowing you to live a life that is most meaningful to you brings us immense satisfaction. 

We take great pride in our investment management capabilities and our financial planning expertise. Yet, in the long run, we gain even more contentment in the long-lasting relationships that we have built over the years with you. Our clients span the globe and have life experiences to match. We feel as though we are the most fortunate firm in the world because of the wonderfully talented and community-minded individuals we get to work with daily. It gives us a tremendous sense of satisfaction to know that our clients recognize that we understand their unique wants and needs, and we are always willing to spend time with them when they want.

And while we do consider ourselves to be quite astute in many financial matters, we also learn quite a bit from you, our client base. You have taught us that being charitably inclined and giving back to the community both from a financial standpoint and with our time is not an option; it is an obligation. You have taught us that traveling the world and learning about other cultures significantly increases empathy and understanding of others while allowing us to grow and develop along the way. You have taught us that inclusion is vital, and education is paramount. For all the above, we thank you.

We are grateful for the opportunity to serve you. Let us continue in our quest to make the world a better place. Thank you for allowing us to join you on your journey.

We look forward to expanding our community through your help. And through your partnership, we are sure we will continue to work with other generous and caring individuals looking to leave the world better off than they found it.

By Charles Verruggio, Chief Investment Officer & Senior Financial Advisor