Financial Advisors Dual Registrants Opportunity An advisor, a long-term client of ours, worked with an elderly widow whose portfolio was entirely in blue-chip stocks, which she loved. They paid dividends but provided less income than she needed. Her advisor...
Financial Advisors Trust Advisors Opportunity An advisor, a long-term client of ours, worked with an elderly widow whose portfolio was entirely in blue-chip stocks, which she loved. They paid dividends but provided less income than she needed. Her advisor recommended...
Families Multi-Generational Families Near Retirees Retirees Professionals Business Owners Medical Professionals Career Professionals Women Women Professionals Divorcees Widows Opportunity One of our advisors was introduced to a newly married career-professional...
Group Retirement Non-Profits, Foundations, & Endowments Opportunity A mid-sized municipality had accumulated over $15 million in “excess capital” from tax receipts. The county treasurer, referred to us by another treasurer in South Carolina, wanted to know how to...
Group Retirement Municipalities & Political Subdivisions Opportunity One of our clients, a long-established endowment for a local high school for the performing arts, was looking to create and implement a new investment policy statement for their almost...
