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Your perfect wealth management and investment firm?


What will be your perfect wealth management and investment firm? What do you find in firms out there that you wish you could change (realistically)?

Thanks.

Goldman Sachs comes pretty close, it's the envy of all, either didn't get involved too heavy in sub-prime or more likely figured out a way to contain it.

The one thing I would change is if a firm lowers guidance on a company, that company can stop communicating with them. This can cause more leniency in ratings not making it forward looking as it should be, many times the the stock prices have already depreciated and it's already a forgone conclusion that they will lower them, but by then the company doesn't care because it's already done.

The other thing I would change is I once saw out there a firm that opened itself up to any possible investment around the world. Jim Cramer says there's always a bull market somewhere....but he's predominantly talking US stocks. This firm targetted not only the world-wide stocks/funds, but futures, currencies, fine art, real estate, hedge-fund investements.....

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