They say the only constant is change. It can happen fast or slow. It can be big or small. We’ve found that the other constant is that it always brings opportunity: to improve, to re-evaluate and to challenge the status quo.
Change has brought the Hunter Group many exciting opportunities over the years. Founded within Bank of America Investments in 2002, we experienced a complete transformation after the merger with Merrill Lynch in 2009. It brought an exciting new level of capabilities to us alongside the ability to expand and grow our team forging a partnership with Shawn Jiles in 2016 whose roots originally began at UBS in 2004.
Change has also brought our clients opportunities to improve the way they earn, the way they live and their overall quality of life. That is why we are most excited about the change that’s taking place now. Above all, it’s a positive change for our clients; a shift in the paradigm that allows us to do more for them than was ever possible before.
Through the tides of change, we never lost our core banking roots, and it is one of our biggest strengths today. This deep understanding of how the banking industry works is what allows us to challenge its siloed structure, pushing the confides in which it has forced us to work within for the last 20 years.
We cultivate and integrate, taking an entrepreneurial approach in an industry slow to innovate. The results speak for themselves. Nobody integrates the organization like us. Nobody maximizes the options at hand like we do. However, we’re done integrating and innovating within a structure that has no interest in our creative, results-oriented approach.
We’re excited to launch QTR Family Wealth, structuring how we deliver the best for clients, together, on our own terms. We chose “Quality Time Remaining,” or QTR, as our name because time is a limited and precious resource. Life loves to throw curveballs, which means optionality is a lifeline. If we don’t understand our best options, then when faced with challenges, we won’t often make the right decision. We’re here to give you the best options available to you, delivered at an unmatched level of responsiveness to your needs.
Sense of security, safety, and peace of mind is what we pledge at QTR Family Wealth.
We are taking a hybrid model as an independent business, partnering with Fidelity Investments and Bison. Both partners are incredibly aligned with our mission, governed by what is best for the client and can afford us incredible enhanced capabilities, efficiencies and the latest in innovation to serve.
For our clients, this means you have better options that are no longer tied to the internal bureaucracy and quotas within business units at big banks. We can now serve you as a true fiduciary. One size has never fit all, and it never should. Our vision is not short-term, stifled by manager score cards or the next quarterly earning cycle.
We now have an open architecture across all lines of business. We are cultivating valuable connections for you with varying resources, so you always have options. Our hands are no longer tied to the bureaucracy that previously penalized this approach. We’re breaking down barriers in the way traditional wealth management advisors do business. You will reap the benefit firsthand.
It’s important to understand how our open architecture will affect the service that we deliver daily.
Historically, we’ve serviced as a Fiduciary within the confides of a single large organization, meaning if .05% is the best cash rate the firm can offer, that’s the best rate our group can offer. Even if we know a better rate exists elsewhere, the penalty for going outside of the firm has been steep enough to strongly discourage this behavior or option.
Meet a world where no option comes with a penalty. Thinking outside of the box is rewarded.
Having full autonomy over our choices to customize options for clients will greatly improve our overarching investment and service strategy. For example, no player is too small to play in our sandbox now if they bring the right offer at the right time for the right client. The “bigger is better” or “pay to play” mentality is not always in the best interest of our clients, and we see a valuable role for boutique firm offerings in our network.
Finally, we can be the strategists we’re meant to be. Money across multiple custodians (i.e. Fidelity, Schwab, TD, Goldman Sachs) is no longer a hurdle but an opportunity to be a significant guardian and counselor in the big picture of managing the client’s assets.