Features investment

David Edwards – Heron Wealth

Sixty-six million years ago, an asteroid the size of Manhattan struck Mexico’s Yucatan Peninsula. The impact blasted open a crater 110 miles wide, triggered a tsunami with 500-foot waves and shrouded the planet in dense clouds of acid rain. Within just a few centuries, apex predators like T-Rex and Velociraptor died out. Meanwhile, species of […]

Jack Salzman – Kings Point Capital Management

When it comes to the finer things in life—a brilliant diamond, a top-shelf glass of scotch—having an “old-school” approach is usually considered a good thing. The term implies a certain reverence for tradition, an air of expertise often lacking in today’s increasingly automated, derivative-driven world. Jack Salzman wonders why wealth management should be any different. […]

David Mayes – Bearing Point Wealth Partners

It hits you the moment your eldest boards the bus for her first day of middle school. She’ll be off to college in seven years. By the time she’s your age, you and your wife will be eligible for social security. You’ve managed to scrimp and save here and there, but as that bus pulls […]

Bill Tremko – USI Consulting Group

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 […]

Benjamin E. Allen – Parnassus Investments

The company was ahead of its time, Benjamin E. Allen remarks with a chuckle. Maybe so far ahead of its time—like 20 years—that prosperity came much later. For it seems that even in progressive San Francisco, the concept of socially responsible investing was a very acquired market trend when Parnassus Investments opened its doors in […]

Jim Higgins – Sorin Capital Management

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 […]

Brodie Cobb – Presidio Capital Advisors

Brodie Cobb opines that mergers are like marriages—not all are built to last. That said, all seems blissful with the 2016 coming together of Tiedemann Advisors and Presidio Capital Advisors, a subsidiary of The Presidio Group that Cobb founded in 1997. While remaining as chief executive officer of The Presidio Group, Cobb is a board […]

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. […]

Paul Carlson and Thomas Fautrel – Seventy2 Capital

A one-time rising star in the Maryland House of Delegates from 1998 to 2002, Paul Carlson earned the respect of educators by spearheading such initiatives as early childhood development, smaller class sizes and teacher training, but has long since found another calling in the investment world. “What I care about is helping people, in a […]

Tamara Surratt – Legacy Family Office

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]

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vol. II 2019

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