Our wealth management division is led by a previous Senior Wealth Management consultant with over 25 years of experience at several leading financial institutions. Our current focus with this department is to seek out and assist Portfolio Managers/Investment Advisors (IA’s) who currently manage investment portfolios with a minimum of $10m. We work with these individuals to analyze their results and experience and then matching them with our exclusive Clients. We work with all major financial institutions and Investment management firms throughout North America.
You can rely on our expertise to provide you with the portfolio managers you need when you need them or to assist you in migrating your book of business to an ideal financial institution. Whether your needs are for placement or are consultative, our extensive network and experience will serve to ensure you are matched with what you desire.
With thousands of organizations and professionals spanning North America, we are able to satisfy requests promptly and accurately. Over the years we have refined our skills to ensure the highest quality placements occur with sustainable results. Our custom solutions have proven invaluable to all of our partners ranging from multinational organizations to executives. Our retention and referral rates alone speak to the quality of relationships we maintain with all of our partners.
Contact us today to see how we can help you to with your recruiting and placement needs.
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Your insight, experience, connections, knowledge and solid words of advice; I truly value. You have me thinking more strategically, and hopefully more effectively.
Thank you for your professionalism, words cannot express my sincere gratitude to you.
Your insights and advice is appreciated as is your candid perspective. Certainly found it refreshing.
Wow - you are really good at this stuff!
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