08/26/2026
In investing, trust is rarely built by one good quarter. It grows over many conversations, decisions and market cycles.
That is what stood out to us in the perspective our Managing Principal, Nili Sangani, shared with Forbes Finance Council. Values matter when they continue to shape decisions, including when conditions change or the choices become more difficult.
It is an especially relevant idea in private markets, where relationships are often measured in years. Worth a read.
Trust is a two-way commitment. Clients stay loyal when organizations consistently deliver value, quality, responsiveness and transparency. Read more at https://hubs.li/Q04qYqgM0 from Sonya Mughal, CFA of Bailard, Inc., Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, CPT® of Ash Brokerage, Dana Dunk...