If you’re questioning whether you need Chestnut’s services, try a quick internal audit. Ask every client-facing member of your staff to explain what you do and what makes you different. Then check in with a few clients and prospects to see how well they understand your investment strategy.
Don’t be surprised if there’s no consistent answer either internally or externally. What matters is what you do next. Asset management firms that help investors truly understand what they offer and how their investments will react in different market environments are much more likely to attract and build investor trust and a long-term client base.