Features Investment Advisor

When we think of the world’s infrastructure—its highways and wires, pipelines and airports—there’s a tendency to see it as something to be fixed, and as much a burden to our lives as it is a boon. Josh Kohn sees infrastructure in a different light. “These are investments, and potentially very good investments, that we’re starting […]

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 […]

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 […]