Puzzle’s advisors and support staff focus their time guiding clients.  When we left the banking and wirehouse models behind, we wanted to make sure our eyes stayed focus on our clients' needs. We didn't want to spend a large portion of our day making sure we were up-to-date on compliance requirements or solving every technology solution.   Think of it this way...Puzzle's employees are the ones on stage performing for our clients.  But, we all know there is a lot of help backstage coordinating lighting and audio.  We can't be experts at EVERYTHING.  So, when we launched Puzzle, we did so by partnering with Gladstone.  They can do a lot of production items to make sure the show goes off without a hitch and, in turn, we can do what we love!  

What is the professional arrangement between Puzzle and Gladstone?  In exchange for their expertise and execution, Puzzle pays a portion of your annual management fee to Gladstone.