[Own your tomorrow™]
President and Founder, Gratus Capital Management
Third parties are not affiliated with or employees of Schwab]
Being independent has changed my view of success. It's changed my view of what living really means. Having the impact that we have, that's a great feeling. Building a culture at Gratus Capital, building a team that is as passionate about taking care of clients as I am, it's a great feeling to see that.
And the services that Schwab provides for us give us all the things that a client might miss from being from a Wall Street firm. But the ability to be creative and provide cutting-edge advice, and it be current, and pull in experts and professionals to collaborate on a client's behalf gives us the ability to provide them independent advice, so it's kind of the best of both worlds.
Now, with this firm, we are helping clients achieve levels of success by allowing them to live their life. And so the culture that we've built here is very synergistic with what we were preaching to our clients, and that is, we work very hard here, but success is not driven by just the revenues that our firm generates, it's by us having a policy of people being at home with their families, and not always focused on hours here at work.
The thing that I most enjoy about being a father is watching my sons develop. And I haven't just watched them, I've been in the middle of it with them. An awful lot of the decisions that they make today are a direct result of discussions we've had, of them watching what I do and how I handle situations. And the fact that they're becoming awesome young men is a joy for me to watch and be a part of.
Certainly, when my sons were born, it changed my focus. And that's when I got involved with Make-a-Wish, the charity that I work with. I met a couple of the kids that we were granting wishes for, and then that, of course… that was it after that.
Today, when I leave work and I'm on my way home, and just in the car, and thinking about what we're doing for clients, I get a very good feeling about the way that we're adding to their lives, the way that we're taking care of these clients. It's something that I'm proud to tell my sons about what I do at work every day.
The information included in this video is intended to be general and is subject to change.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
The RIAs (Registered Investment Advisors) and their representatives use Schwab for custody, trading, and operational support.
The above-mentioned firm and their employees are not affiliated with or employees of Schwab. The mention of these third parties should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. You must decide whether to hire any firm and the appropriateness of their services for you or your firm. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you.
The views expressed are those of the third party. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab makes no representation about the accuracy of the information or its appropriateness for any given situation. Past performance is not an indicator of future results. Some of the statements have been edited.