Features Wealth Management

Don’t ask the folks at The London Company to predict the future—even a little bit. That’s just not what they do. Instead, their approach is deliberate, measured and simple. Rather than jumping at the shiniest new objects—say, the trendiest and latest IPOs—and essentially betting on uncertainty, their focus is on purchasing companies with sustainable competitive advantages and […]

Stunned by the Great Recession and forced into cost-cutting mode a decade ago, Morgan Stanley turned to outsourcing many of its most critical functions and turned a lot of heads in the process. For if the multinational investment bank was doing it, other companies reasoned they could do so as well, some entrusting their administrative […]

A significant number of his longtime clients being up there in years, Michael P. Murray was most gratified in July, when an organization dear to his heart, North Shore Elder Services, was promoted on billboards and social media by the Peabody Area Chamber of Commerce as part of its Chamber for Good program. For Murray, […]

A one-time construction engineer turned financial adviser, Kenneth Heise sees similarities between the two seemingly dissimilar professions. “We now talk about building a fiscal house as opposed to building a physical structure,” says the founder and president of the St. Louis-based independent retirement planning firm Heise Advisory Group. “It’s a similar thought process, helping to ensure […]

You turn the TV off and walk away, trying not to think about what you’ve just heard: Another 600-point drop in the Dow; another panel of talking heads imploring you to sell. After a few minutes of nervous pacing, you put in a call to the firm managing your portfolio. You’ve been talked off this […]

His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity. Indeed, the distinguished founder of Bailey Wealth Advisors in Silver Spring, Maryland, is as comfortable interacting with quasi-governmental agencies, community groups, fraternal organizations and churches in aiding the less fortunate, as he is with […]

On September 11th, hundreds filed into the United Nations (UN) Headquarters in New York City. As they walked past the 193 flags signifying the body’s constituent countries, one standard flew at half-mast, in remembrance of the thousands of Americans and others, killed during terrorist attacks on the Twin Towers and the Pentagon 17 years ago. […]

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 […]