When we say that Peridot Capital Management LLC acts as a personal financial concierge for our clients, sure that sounds nice, but what does it really mean? We offer a unique service that stands apart from many other financial services firms. Below are some of the ways we believe we are unique:
We come to you! Whether it is your initial consultation or you just want to meet face-to-face to talk about something, we want to make it as convenient as possible. Whether it be at your home, office, or neighborhood coffee shop or cafe, you tell us when and where it is convenient for you to get together and your investment manager will be there.
Capped Client Base:
One of the biggest issues we hear from clients who previously worked with big national firms is that they feel like a small fish in the big ocean. We have decided that the best way to ensure we never get too big to provide A+ service is to limit the number of clients we work with at any given time. By capping our client base, you can be sure that you will always feel like we have plenty of time to meet your needs.
Ever tried calling a mutual fund or insurance company to speak with the person who manages your fund or annuity? Don’t bother, it’s not possible. When you want to meet or speak by phone or email you will always speak with your personal financial manager, not a support or administrative staff member.
Ever had trouble getting through to someone or having days go by without a call back or email response? You won’t have to worry about that with us. Your calls get answered or returned the same day, email replies are sent within minutes or a few hours at most, and meeting requests are honored quickly. And if your manager is leaving town for some reason, you will be notified ahead of time so if there is something you need it can be handled right away before they leave.
Personalized Investment Strategy:
No two clients plans or portfolios are exactly the same. Everything we do and recommend is based solely on your personal situation and goals. Too many times hundreds or thousands of investors are put into the same product or fund even though they are different people with different assets and objectives.
No Conflicts of Interest:
Many other financial services firms compensate their employees with sales commissions and kickbacks from financial product providers. This means that they will try and sell you on the product or fund that nets them the largest commission, even though it might not be the best investment for you. Some firms even limit the products they offer to those where they get paid by the provider based on sales volumes. At Peridot Capital Management LLC we do not accept any kickbacks from any company and we do not pay any commissions based on sales. This allows us to recommend the best investment options for you, no matter what. Every single option is at our disposal. We receive absolutely no third party compensation, as the only people who pay us are our clients.
Complete Financial Guidance:
Many times financial advice is limited to the account that is being handled by your investment advisor. Ask them for advice about your mortgage, personal budget, work retirement plan, or any account held at one of their competitors and they will refer you to someone else, who will gladly charge you more money for their advice. We take a different approach. When you hire us, we are available to answer any financial question and give guidance on any topic, even if it involves assets or products that we do not directly manage for you.
Upfront, All-Inclusive Pricing:
Since our services are designed based on how we think clients should be treated, there are no extra charges for any of the unique services we provide. We truly offer upfront and transparent all-inclusive pricing. For a flat annual management fee (ranging between 1% and 1.5% of assets managed), you have us as your financial concierge and can take advantage of our service as frequently as you want. There are no limits on meetings or phone calls, or topics available for discussion. Our goal is to be there for you whenever and however you want. Rather than paying a management fee for a single service (account management), for that very same fee you get the full client service relationship.