What is your client retention rate over the last 3, 5, and 10 years?
We believe client retention is the most important measure of success in the investment advisory business. Prior to launching Venturi, our team has had very high retention over the last decade through several challenging market cycles. During the last 3, 5 and 10 years we have experienced less than 3% attrition of client relationships per year. As far as we know, this outcome is very low compared to industry standards. We are proud of the success we have had in building long-term client relationships. We are both humbled and honored by client trust, and we look to earn that trust every day.