Investment Consulting

For Financial Advisors

 
 
 

Should you hire Noble Wealth Partners as your independent investment consultant?

Regardless of your firm's approach to portfolio management, hiring an independent investment consultant can be a prudent choice.

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Grant Glenn, CFA, CFP®

your investment consultant

 

Accolades:

  • Ten years of industry experience with Oppenheimer Funds, TIAA-CREF, J.P. Morgan, Red Rocks Capital, and LPL Financial 
  • Passed the Series 7 with a score of 94%
  • Over three years of experience managing the investment responsibilities (research, portfolio composition, portfolio implementation, investment selection, asset allocation, etc.) of two financial advisory practices with combined assets of around $350 million
  • A member of the Colorado State University Investment Advisory Committee (term ends in 2024)
    • Responsible for advising the CSU Board on the management of CSU's operating assets 
  • Active member of the CFA Society of Colorado
  • Co-founder of the Irish Coffee Club (a think tank of five investment professionals, all holding the CFA designation, four also hold the CFP® certification)
    •   During these meetings, the professionals discuss exciting developments in the world of investing and wealth management
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Professional Designations:

  • Chartered Financial Analyst (CFA) designation(1)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification(2)

Securities Registrations/Licenses:

  • Series 7 – General Securities Representative Examination(3)
  • Series 65 – Uniform Investment Adviser Law Examination(3)
  • Series 63 – Uniform Securities Agent State Law Examination(3)
  • Life and Health Insurance Licenses
 
 
 

For only $5,000 a year, you will receive

  • Value add investment services to help you with your clients
  • Depth to your team
  • Comprehensive evaluation of your investment approach 
  • Proposal of strategies to enhance your portfolios
  • Asset allocation perspectives
  • Investment research 
  • Investment selection
  • Portfolio implementation
  • Custom portfolio construction
    • I will build new model portfolios just for you, using your preferred mix of ETFs and/or mutual funds (stocks available upon request)
      • Someone within your office would have to trade these models using the Enhanced Trading Tool (I can help you with the tool if you need assistance)

 

Service model

  • Quarterly meetings
  • Ad hoc phone calls
  • Email communications
  • Quick responses to any investment related questions
 

Hourly Consulting 

Hourly rates are available to those seeking more than what the retainer fee would cover.  This could make sense for those interested in specific research projects, client meetings, prospect meetings, portfolio implementation, custom portfolio creation, or other needs.  

 

 

(1) CFA Charterholders must undergo a rigorous course of study that prepares them for advanced investment analysis and real-world portfolio management. To earn the CFA® credential, candidates must complete a graduate-level, self-study curriculum and a series of three intensive exams, requiring at least 900 combined hours of study.  In addition, the candidate must meet the CFA Institute's education and experience requirements prior to using the credential. 

(2) This certification is owned and awarded by the Certified Financial Planner Board of Standards, Inc.  The CFP® designation is awarded to individuals who meet the CFP®Board's initial and ongoing requirements and successfully pass extensive exams in the areas of financial planning, taxes, insurance, estate planning, and retirement.

(3) Held through LPL Financial

 
 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.