John R. Platt Email & Phone Number

Individuals, Families, Pension Plans, Endowment Funds all share common investment objectives and concerns. They want to generate returns sufficient to enable them to meet their short, medium and long term goals. They want to do it in a manner that will them allow them to sleep at night (or meet their fiduciary duties) and, if they are paying for advice, they want to know that they are getting good value for what they are spending.The Wealth Management industry objectives and concerns are far more diffuse. Advisor education, experience, competency and product vs. client orientation varies widely. The firms that employee these advisors also span the spectrum from pure product purveyors to client centric solution providers.John uses his 30+ years of investment industry education and experience to tailor and deliver Manitou's investment discipline and process to enable both private and institutional clients to meet and often exceed their financial goals and in so doing enhance their overall state of well-being. He would welcome the opportunity to discuss how Manitou could be of assistance to you.