I know a thing or two on how you go about choosing a wealth management company. The process is definitely different from finding yourself a broker. WM companies have different processes and objectives. And usually, IB's and HF's are quite hard to get rolled into, and very expensive. This is where ISEC comes into play. Because they; - Have the same type of due dilligence process, investor profiling, analyzing needs - Provide various professional investment solutions based on the investors risk profile and capital - Put a good emphasis on safety of funds via seggragated accounts and compliance to regulation - Track your portfolio constantly A well thought-out business model, simply put.