Features June 2018

It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]

You can’t call this a mere growth spurt. USI Consulting Group (USICG) has been on a steady—sometimes dramatic—track of expansion for going on 25 years now. And it’s showing no signs of easing up; in fact, quite the opposite. The Glastonbury, Connecticut, company can attribute much of this success to the niche it has carved […]

Plenty of wealth management firms talk up their multi-generational approach to client accounts, of being able to connect and work with centenarian and millennial alike. For the Jennings family, that knack is more than a bullet point in a brochure; it’s how the business is run. Based in Atlanta, Clear Investment Research (CIR) is led […]

“What else does one do with a psychology degree?” Edmon “Jake” Tomes playfully responds when asked how he came to found Level Four Wealth Management in Plano, Texas, back in 2000 at the seemingly green age of 26. Well, one thinks deeply, for starters. Which is something that seems to come naturally to the now […]

You know the story. A team of tech-savvy disruptors risks all to bring their vision to the masses. They’re in it now and for the long haul, be the destination bankruptcy or billion-dollar IPO. Only, plans change. Products evolve. People grow. New opportunities arise, and these entrepreneurs may be keen to take advantage. Secondary liquidity […]

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward strategies can wind up mired in shady assets and faraway funds. But what if you […]

The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]

The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big houses provided a comprehensive and hard-earned education in the financial advisory business. At the same time, they had collectively reached […]

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

It’s ironic, muses Jim Higgins, how supposedly savvy investors in commercial real estate have been so slow to differentiate between a couple of very basic types of retail. There’s a big difference between shopping malls and shopping centers, he notes, and while Real Estate Investment Trust equities related to these property types have both traded […]