Money Talks: Community

Posted by Cale Dowell on April 26, 2019

When was the last time you were that excited?

  

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Second Anniversary Thoughts

Posted by Jeff Thomas on April 16, 2019

April 25th, 2019 marks Archetype’s two year anniversary as an independent company. Our team started Archetype after spending 25 years at the largest global brokerage firms—including the last 17...

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Money Talks: Does Culture Matter?

Posted by Cale Dowell on October 26, 2018

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture eats strategy for breakfast.” A friend of mine has that quote immortalized on the central wall of...

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The Ideal Stewardship Model

Posted by Sarah Bradley on October 25, 2018

When you purchased or built your home, what did you consider? Certainly the price, probably the neighborhood. You considered whether its size could accommodate your family or future family. You...

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Who does your financial advisor really represent?

Posted by Jeff Thomas on October 19, 2018

In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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Reflections from an Empty Nest

Posted by Gretchen Richter on October 17, 2018

With the holiday season just around the corner, we have turned our focus here at Archetype toward family. Our mission is to help families thrive over generations. However, the current reality is...

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Three Dials Deep Dive: Part II – Fundamentals

Posted by Ethan Pollard on October 9, 2018

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as...

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What do you mean the wealth management business needs to "grow up"?

Posted by Jeff Thomas on October 3, 2018

In my blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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Why would a wealth management firm host a giving event?

Posted by Jeff Thomas on September 13, 2018

Well, our Firm did this week!  Why?  That’s easy:   We use a different scorecard than most firms.

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