About The Adam Group
Our Independent Status is Our Advantage
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Founded in 2013, The Adam Group has grown to become the investment manager of choice for its global client base.
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Investment principles that have successfully served its global client base through a series of economic cycles.
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The Adam Group was formed as an independent provider of alternative investments and wealth management services aimed at serving sophisticated investors whose preferences dictate a more specialized, custom approach to the planning and management of their invested assets.
We believe that the ‘independent adviser’ model continues to provide clients with a dedicated service focused entirely on meeting their unique needs. Through constant communication with our clients, we are able to react to their demands in pursuit of exceeding their expectations of us.
Our business success is dependent on client satisfaction and their financial well-being. In maintaining the success of our business and the demands placed upon our ability to deliver as financial professionals we actively focus on the following principles:
- Clients and Their Success
The success of our clients and that of our firm is dependent on the delivery of consistent performance and exceptional client support services.
- Our Advice, Your Decisions
We are permitted the flexibility to perform within acceptable parameters dictated only by individual client preferences.
- Honoring Our Responsibilities
We respect our responsibilities as financial professionals and conduct our business with integrity.
- Responding to Market Events
Maintaining the awareness to facilitate proactive measures in response to unforeseen market events.
- Exceptional Professionals
Attracting the very best talent the financial industry has to offer and nurturing their capabilities through continued education.
- Realistic and Responsible Solutions
Fully utilizing the knowledge and skills of our financial professionals to deliver effective solutions to the obstacles investors continue to encounter.
- Value-driven Investment Philosophy
Our investment process maintains diligence and upholds the principle in pursuit of a value driven investment selection policy.
- Building and Maintaining Trust
Transparency, reporting and performance reviews enhance the client experience with educational insights.