Features investment

Randall Long – SageView Advisory Group

If you’re a millennial looking to enjoy the same retirement as your grandparents, veteran advisors like Randall Long recommend having a plan in place before the age of 30. Then again, if you’re really ambitious, you can always do what Long did: invest in a mutual fund at 12 years old. “I saw how hard […]

Richard Todd – Innovest Portfolio Solutions

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. […]

Ryan Belanger – Claro Advisors

As origin stories go, launching a company at your own coffee table, to little fanfare beyond the well wishes of family and a small cohort of loyal clients, almost certainly sets you apart from other financial planners. But for Ryan Belanger and Claro Advisors, unassuming roots and skyward growth are by no means mutually exclusive. […]

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vol. II 2019

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