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Socius Family Office Joins Digital Platform of My Financial Coach as a Subject Matter Expert

My Financial Coach > News > Socius Family Office Joins Digital Platform of My Financial Coach as a Subject Matter Expert

January 22, 2018, Scottsdale, AZMy Financial Coach (MFC) announces today that the Socius Family Office, an independent multi-family office, signed an agreement to join its digital platform as a subject matter expert on the financial affairs of single and multi-family offices.

 

About Socius Family Office

Socius Family Office serves more than 100 families in 24 states with a 95 percent client asset retention rate, and is considered one of the fastest-growing Registered Investment Advisory in the U.S.

Mark Renz, Chief Investment Officer, will represent Socius at My Financial Coach. He has invested 20-plus years in the financial services industry as an investment adviser to high-net-worth families, launching a single-family office in 2001, then later joining Socius in 2014 as CIO.

Known for managing investments with evidence-based, data-driven strategies, Socius helps clients avoid the pitfalls and sales-driven investments offered by large wirehouses. As the author of Socius’ Transparency Audit process, Mark enables new clients to see the true costs and hidden fees of their investments.

Bill MacDonald, MFC CEO says “We are extremely pleased to bring on board such a top-quality firm as Socius and its CIO Mark Renz. Socius Family Office provides advanced processes and services to augment our financial coaches’ ability to solve many financial issues client families face today.”

 

About Subject Matter Experts

What distinguishes top experts at MFC from an average SME—a rigorous research and screening process before selection to assess and certify adherence to high professional standards of conduct. The MFC family of SMEs covers virtually every aspect of financial planning and implementation including retirement planners, top money managers, insurance experts, estate planning lawyers, and tax specialists.

 

About My Financial Coach

A financial-wellness program, MFC delivers an affordable, corporate-sponsored group benefit for executives and employees to collaborate and create personalized financial plans to meet their life goals. Beneficiaries  use the program in three different ways, they can:

1. enjoy the freedom of do-it-yourself investing with support from Certified Financial

Planner® (CFP® Professional) coaches for independent fiduciary advice and education;

2. rely on their MFC coach to enhance ongoing work with their current advisors or;

3. use the MFC coaching service in combination with well-vetted SMEs to solve more

complex, individualized financial issues.

Users of the platform can access live chat, phone, and email on mobile and desktop platforms, with 24/7 email support for advice, questions, or second opinions on everything from mortgages, debts, and investments to insurance, taxes and retirement readiness.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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