When Lion Street thinks about how to compete in the high end advisory market, our Owners First culture turns the lens on the Advisors themselves. When we think about what they need, it’s certainly fundamental things to operate and run their business including compensation, underwriting, access to products, technology, etc. We have all of those things, and we refer to them as table-stakes.
Lion Street Owners expect exceptional capabilities and resources, but ultimately they want things that are much more valuable. What our 125 Owner-Firms find greatest value in are Lion Street’s four key Owner Advantages.