This week, my Thoughts are on some of my favorite relationships I’ve made over these last 4 decades. My dear, dear client, Wanda, passed away 2 weeks ago, at 94, and her funeral was full of her life stories: she is proof that you can have a very full life will into your nineties.
I’ve got another reminder, my dad, who is going to be 91 this fall: his genes tell me that I can expect decades of living well. I've been down in Kerrville all week, helping him as his mobility has changed in the last month. My goal is to help him live in his home, independently, all of his days.
Part of what has me thinking about the people in my work-life I have been so lucky to know are two milestones my partners and I are hitting this week. On August 11th we signed our Sustainable Advisors Alliance, LLC partnership agreement…which is the culmination of 40 years of learning as much as I can.
When I launched Skye Advisors, one of the questions I was asked the most was “what will happen to ME if something happens to YOU?” Well, I am here to say, one of the major reasons we formed SAA was to make sure all of our clients never had to worry about this question.
I have a fortune from a cookie that I’ve saved for years: “You will reach the highest possible point in your business or profession.” Today, can safely say that some fortunes do come to pass if you work hard enough and then get lucky. This prediction is one I’ve been watching and waiting to come true and this week, it will.
I have come to you over the years with my next vision for how to meet the needs you had…as your life changed. Going to Heritage Trust…moving to Pinnacle…even Mariner…they were all steps that made me a better advisor for you. They all brought me closer to being a co-founder of the perfect investment firm. It took me a lot longer than I expected, and 6 of us having a similar vision, but here we are, the co-owners of a very unique investment firm.
Today, I can say that I don’t know of another firm that was built on a similar foundation as SAA…led by such a terrific group of very experienced professionals. I now have the pleasure of thinking about what the next few decades will bring you and I, as we live a life worth living.
Last week we completed the exit interview with the Fort Worth Texas SEC Auditor who has been conducting our first SEC audit. Now, there were 12 pages of ways we need to improve, but it will only help us continue to be the best firm we all are committed to being.
On September 12th we’ll be sending you another one of those emails with all of the documents we are required to send you, after we have had a “material change.” I apologize in advance for an email with many attachments of legal documents…but I hope that you at least skim through the documents, as they reflect a great deal of blood sweat and tears. And some pretty interesting details about our relationship with you.
You know, “everyone” said that a small firm could not make it and serve clients well. They said you had to be rolled up into a larger firm, like Mariner. Well, I’m proof that if you are smart, find others to share your goals and work very hard, you can compete with the big guys and not even get eaten by the sharks.
Thank you for your trust, and for believing that I could continue to bring you good ideas about your future: it means everything to be “believed in.”
Required Disclosures: Always read the fine print! This content reflects the opinions of Julie Skye and is subject to change without notice and is informational and entertainment purposes. It is not a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Securities investing involves risk, including the potential for loss of principal. There is no assurance any investment plan or strategy will be successful.
Julie is an Investment Advisor Representative of Sustainable Advisors Alliance, LLC (SAA, LLC): Advisory services are provided by SAA, LLC.
Registration with the SEC does not imply a certain level of skill or training.