Who We Are
Welcome to Agnostic Adviser Consulting
Agnostic Adviser is an independent financial planning consultancy that provides evidence-led services to help advisory firms enhance their investment governance and research capabilities, achieving a multi-family-office client experience. Founded by Dean Swindell and Brenda Swindell, we leverage over 40 years of combined experience in discretionary investment management, product design and governance, adviser enablement, regulated banking, and UHNW client service.
What We Bring
Independent Investment Governance
Client Experience & Vulnerability Expertise
Independent Investment Governance
Focuses on CIP/CRP design and includes a quarterly CIP/CRP/IOC oversight committee that ensures evidence-led oversight, enhancing our investment governance services. This approach enriches the multi-family-office client experience.
External CIO Capability
Client Experience & Vulnerability Expertise
Independent Investment Governance
Focuses on interpretation, rationale, documentation, and client communications, ensuring a seamless multi-family-office client experience while providing exceptional investment governance services.
Client Experience & Vulnerability Expertise
Client Experience & Vulnerability Expertise
Client Experience & Vulnerability Expertise
Accessible, empathetic communication that aligns with private-bank expectations, ensuring a seamless financial planning service and enhancing the multi-family-office client experience.
Adviser-Facing Efficiency
Client Experience & Vulnerability Expertise
Client Experience & Vulnerability Expertise
Better workflow. Better clarity. Less burden, thanks to our financial planning consultancy and investment governance services that enhance the multi-family-office client experience.