Welcome to the Astute Subscriber!
Astute Subscriber is a monthly subscription service built upon our experience of over 45 years of serving clients with independent financial planning and investment management.
The concept of a subscription service is not new, but often there are high barriers to entry. This can make it difficult for younger investors to work with an independent financial planner. We feel strongly that the subscription model is a great fit for many millennials and so we’ve eliminated those barriers!