Kirk Michie
San Diego, CA (USA)
Role(s):
Candor Advisors LLC
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Startup
Location:
San Diego
Industry:
Investing
Year Founded:
2007
Number Employees:
INVALID
Description:
Candor Advisors LLC is a wealth management firm focused on clients with $3MM-$30MM of investable assets (too large for brokers and too small for family offices). While not purely unique (no measurable market share is necessary for success in this area), Candor provides tax and fee sensitive approach to investing that applies the discipline of endowment style portfolio management to individual taxable investors.
Wealth Management should be solutions based, simple, transparent, and reasonably priced. Currently, however, it is largely the opposite of those things. Wealth Management should be consistent, comprehensive, and completely free of compromise and conflicts, but it falls down there as well.
Candor Advisors holds itself to these uncompromising standards and the satisfaction an