Halite In The News

08 Aug 2017
08 Aug 2017

Halite Partners Launches Transformative Model

Beth Cattunar

This press release originally appeared on PRNewswire on August 8, 2017 Read the original press release HERE Halite Partners, an independent Registered Investment Advisor, announced today their intentions to begin serving institutional, family office and private wealth investors Founded to provide a new level of transparency and investment freedom, CEO Phil Shaffer, co-founder of Morgan Stanley's Graystone Consulting practice, is confident in this transformative approach "We want to teach the industry how to act," he says "The client...

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08 Aug 2017
08 Aug 2017

Observations of the Financial Services Industry

by Phil Shaffer

Many advertisements for investment firms speak of earning the trust of their clients, placing the interests of the client first, and taking a personal approach to managing investor wealth by providing planning solutions, not just investments We believe that for far too many investors, the reality of their experience falls far short of these promises I devoted 37 years of my career working for large investment firms In all those years, not a single person at any level of management asked me if my clients were on track to meet their...

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