SpringReef LLC is an investor advocate, providing independent, unbiased guidance to high net worth families and nonprofit organizations on essential aspects of wealth management.
SpringReef Provides
searches
Searches for best-in-class financial advisors and wealth management firms
evaluations
Comprehensive advisor evaluations, including reviews of performance and fees
monitoring
Ongoing monitoring and coordination of financial advisor relationships
Safeguarding Your Assets from Today’s Top Wealth Management Pitfalls
SpringReef Newsroom
Wall Street Brokers Missed the Index Funds Memo (Doug Black Quoted)
The Wall Street Journal