Our Story
We educate and empower you to be an extraordinary steward of capital.
We began with the belief that ultra-affluent families and family offices should have access to institutional-quality options—offering aligned interests, a diversity of opportunities, exceptional planning and predictable outcomes.
We embarked on this journey as frustrated consumers of financial services. Everywhere we looked, we saw conflicts of interest, limited toolkits, mediocrity in service delivery, and cultures of salesmanship, as opposed to cultures of stewardship.
We wanted to avoid the frustrations and misalignments we saw in the industry and developed a basic screen to identify advisors who could add the value we were looking for. With that checklist in hand (see here), we went up and down Wall Street and Bay Street in search of advisors.
We struck out miserably. Despite our best efforts, we kept meeting advisors who were in the business of either gathering assets or transacting with assets. These introduced interests and agendas for industry participants that were divorced from those of the clients who were seeking aligned, unbiased advice*.
* The term unbiased is thrown around a bit too much in our industry, so we want to be clear and purposeful in explaining how we use that term. Prime Quadrant is built on the idea that clients are entitled to independent and unbiased advice. This means that we only recommend third-party managers based on our own internal research and we do not receive any compensation from managers that could bias our judgement. However, in keeping with our culture of transparency, we acknowledge that we have created proprietary vehicles to make accessing opportunities easier and more efficient for our families. While we do not collect any compensation for these vehicles from Prime Quadrant clients beyond their operating costs, the recommendation of these funds can be seen as a conflict; please see here for how we address this conflict. Accordingly, when we use the term unbiased, we are referring only to the selection of the third-party managers that form the main economic value of your investments with us.
We felt that affluent families deserved better, and Prime Quadrant was born. Today, we serve as trusted advisors to the most successful families in North America and beyond. We typically work on a retainer basis, which allows us to avoid many of the conflicts that arise from asset-based compensation.
We embarked on this journey as frustrated consumers of financial services. Everywhere we looked, we saw conflicts of interest, limited toolkits, mediocrity in service delivery, and cultures of salesmanship, as opposed to cultures of stewardship.
We felt that affluent families deserved better, and Prime Quadrant was born. Today, we serve as trusted advisors to the most successful families in North America and beyond. We typically work on a retainer basis, which allows us to avoid many of the conflicts that arise from asset-based compensation.
We wanted to avoid the frustrations and misalignments we saw in the industry and developed a basic screen to identify advisors who could add the value we were looking for. With that checklist in hand (see here), we went up and down Wall Street and Bay Street in search of advisors.
We struck out miserably. Despite our best efforts, we kept meeting advisors who were in the business of either gathering assets or transacting with assets. These introduced interests and agendas for industry participants that were divorced from those of the clients who were seeking aligned, unbiased advice*.
* The term unbiased is thrown around a bit too much in our industry, so we want to be clear and purposeful in explaining how we use that term. Prime Quadrant is built on the idea that clients are entitled to independent and unbiased advice. This means that we only recommend third-party managers based on our own internal research and we do not receive any compensation from managers that could bias our judgement. However, in keeping with our culture of transparency, we acknowledge that we have created proprietary vehicles to make accessing opportunities easier and more efficient for our families. While we do not collect any compensation for these vehicles from Prime Quadrant clients beyond their operating costs, the recommendation of these funds can be seen as a conflict; please see here for how we address this conflict. Accordingly, when we use the term unbiased, we are referring only to the selection of the third-party managers that form the main economic value of your investments with us.
Contrary to most in our industry, we don’t shy away from making hard decisions when they benefit our client families. We fight for what’s best for the families we serve, to maximize value, and for transparency.
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