I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can all better serve our clients. In September of 2018, I was elected Chairman and will serve a 2019-2020 term. Here are some of the benefits being in GAIA provide its members:
We set out on a mission to do two critical things while celebrating 40th years in business: share the philosophy and stories that have contributed to our success over decades and chart a course for.
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Many successful investors know what a fiduciary is and want to work with an advisor who is legally required to put clients’ interests first. But even people who understand the value of a fiduciary.
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This piece is not taking aim at anyone. I understand that because of the coronavirus and the related economic upheaval, some businesses are being forced to cut staff or even close their doors. I know.
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Jeff is Plancorp’s Founder and Chairman, as well as a Co-Chief Investment Officer of both Plancorp and BrightPlan. Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Jeff graduated from the University of Missouri-St. Louis with his BS in Business Administration. He later returned to the school to earn his MBA in Finance. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council. He is currently a board member of the A.R.C. Angels Foundation, which provides educational programs to help empower teens to prevent suicide. More »
For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.
