Jeff Coyle is founder and CEO of Libretto, a fintech tool and advisor software unifying planning, total wealth portfolios, and risk management for RIAs and family offices, offering an alternative to the risk tolerance and Monte Carlo ecosystem. A former advisor, Jeff has 25+ years of experience managing UHNW clients and over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Over his career, Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust, and was Chief Strategy Officer at myCFO. In 2017, Jeff founded Libretto to streamline comprehensive advice delivery to private clients. He regularly speaks and shares his thought leadership at influential industry conferences and has been featured in prominent industry publications.
Interview questions:
Q1: What is Libretto and what kind of solutions do you provide for financial services professionals?
Q2: Monte Carlo analysis is widely used across the financial advisory industry, simulating possible outcomes for uncertain events via probabilities of success. But you believe it often falls short in terms of providing value to clients. Is there a good alternative to Monte Carlo analysis and a better way to provide more personalized advice to clients?
Q3: How can advisors implement a new framework for lifecycle planning and investing and move beyond the current “risk-tolerance ecosystem”?
Q4: Why is it so important in today’s competitive landscape for advisors to provide more robust, personalized advice?
Q5: How can advisors gain ultra-high-net-worth clients and build a service offering for wealthy clients?
Libretto delivers a powerful advice platform built to manage wealth ranging from the least to most complex, making it easy for financial advisors to deliver sophisticated advice to their largest and smallest clients alike. Libretto’s software unifies planning, total wealth portfolios, and risk management for RIAs and family offices, delivering a differentiated platform and methodology that helps clients succeed and firms excel. Originally built to manage ultra-affluent clients, their tools for liability-driven planning, asset allocation, and risk management offer an alternative to the risk tolerance and Monte Carlo ecosystem. Libretto’s “total wealth” approach to planning and investing connects planning to portfolios and wealth management, considering liquid investments as a “completion portfolio” while incorporating private assets and future resources across the client lifecycle. Libretto provides a systematized process that addresses all client assets, liabilities, and objectives, enabling efficient design of highly tailored solutions while also enabling advisors to strengthen confidence in client outcomes with the application of purpose-driven portfolio construction, hedges, insurance, and wealth products. Built on the tenets of priorities-based planning, liability-driven investing, and factor-level portfolio construction, Libretto enables advisors to design robust financial solutions, enable lifelong prosperity, and establish lasting client relationships. Libretto helps advisors make every client feel like they’re worth $100 million. Learn more at Libretto.io.
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