Why Walkner Condon?
1.
A Platform for You
Depending on the client’s needs and situation, we will have accounts custodied with Charles Schwab, TD Ameritrade and/or Interactive Brokers (a firm built by expats for expats and the number one online custodian according to Barron’s). Through our use of the Advyzon platform, clients may even use both platforms to handle currency transactions, owning foreign bonds, or other needs specific to their situation. This robust platform means we can build truly bespoke solutions for our client’s needs.
2.
Fee-Only Fiduciary Investment Management and Financial Planning
We have the flexibility to select the right custodian, financial planning software, and portfolio management solutions that fit you without the constraints of many of the conflicts of interest found in our industry. 100% of our revenue comes from the management fees we charge our clients; we do not accept commissions from investment products or take any “soft dollar” compensation. Furthermore, we are not owned by a larger subsidiary.
Costs are the one predictable drag on long-term investment performance. In our investment management, we strive to focus on keeping expenses low in the portfolios by using index funds or individual equities where appropriate.
3.
Quality technology
Walkner Condon has financial planning software (RightCapital and MoneyGuidePro) which allow us to model different scenarios in a live environment, stress test portfolios, look at a wide variety of “What ifs?” (Roth conversions, rollovers, college, etc.) and perform sophisticated analyses of insurance or annuity products. Moreover, Walkner Condon uses BlueLeaf, which allows clients to maintain and monitor accounts across a variety of platforms; it aggregates all account related information in one place and serves as an effective and easily accessible hub. Finally, Walkner Condon strives to provide our clients technology that is both powerful and easy to use. We are constantly looking to improve the client experience through technology.
4.
An experienced team
Walkner Condon was founded in 2011. We have a dynamic team with varied and extensive professional and educational experiences that features:
- Three Certified Financial Planner™ (CFP®) professionals
- A Chartered Financial Analyst (CFA®);
- A former realtor, mortgage loan officer, and advisor with more than 14 years of experience;
- A J.D. with 10 years of prior legal experience;
- An MBA;
- A Ph.D.; and
- A Certified Exit Planning Advisor
Additionally, all of the professionals in the office have experience working with clients both inside and outside of the United States and have a fundamental understanding of how to build and manage portfolios for high-net-worth investors. We have developed prior experience at a variety of firms including Merrill Lynch, Citibank, Securities America, Thun Financial and Edward Jones. Finally, our Director of International Advisory Services, Keith Poniewaz, has been cited as an expert on expat investing and general financial management in the Financial Times and Wisconsin Public Radio, while Stan Farmer’s expat advice for mixed-nationality couples has been published in Investment News and International Investment.
5.
Strong and effective compliance
Walkner Condon has clear and established compliance procedures for our firm, including contracted compliance services to complement the work of Walkner Condon’s in-house Chief Compliance Officer, Clint Walkner. We understand that ex-patriates have complex regulatory, currency, and tax challenges, and we strive to follow all the rules to the best of our ability.
