Associated tags: Professional Services, Merchant, Finance, MERCHANT INVESTMENT MANAGEMENT, LLC, Merchant Investment Management, LLC, Banking, Consulting, Financial services, Other Professional Services, RIA, Risk management, Financial adviser, Bank
Retrieved on:
Wednesday, February 8, 2023
Professional Services,
Technology,
Software,
Finance,
Asset Management,
Fintech,
Banking,
Apollon,
Investment,
RIA,
Merchant,
Learning,
RIAS,
Financial adviser,
Financial services,
Operation (mathematics) Opto Investments (“Opto”), the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced its strategic relationship with Merchant .
Key Points:
- Opto Investments (“Opto”), the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced its strategic relationship with Merchant .
- The engagement offers Merchant’s partner registered investment advisors (RIAs) access to Opto’s exclusive private market opportunities and comprehensive software, allowing them to better serve their high-net-worth and ultra-high-net-worth clients.
- The Opto platform provides an end-to-end solution for RIAs to craft tailored private market investment portfolios comprising funds from coveted private credit, private equity, real estate, venture capital and infrastructure managers.
- The firm will now provide Merchant’s advisors with an intuitive framework for private markets access, enabling them access to well-vetted managers.
Finance,
Consulting,
Banking,
Professional Services,
Other Professional Services,
Partnership,
Merchant,
Investment banking,
Goal,
Research,
Growth,
Philosophy,
RIA,
Risk,
Program,
Financial services Argos Wealth Advisors , an independent, registered investment advisor firm, prepares for the firms next phase of growth with a minority investment from Merchant Investment Management (Merchant).
Key Points:
- Argos Wealth Advisors , an independent, registered investment advisor firm, prepares for the firms next phase of growth with a minority investment from Merchant Investment Management (Merchant).
- Argos Wealth Advisors is a research-forward thought leader in the high-net-worth client space, focusing on innovative strategies which complement the traditional two-dimensional stock and bond portfolios.
- The Merchant Partnership will benefit our clients in several ways, including our current priority to expand our idea generation and reach internationally, suggested Michael Russo, the founder of Argos Wealth Advisors.
- Merchant is a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management.
Professional Services,
Small Business,
Other Professional Services,
Finance,
Consulting,
Accounting,
Merchant,
CBA,
Education,
Partnership,
Risk management,
Growth,
Industry,
Divorce,
Financial services,
Bank,
Crescent Bay Advisors,
Merchant Investment Management, LLC,
CRESCENT BAY ADVISORS,
MERCHANT INVESTMENT MANAGEMENT, LLC Crescent Bay Advisors (CBA), a multi-family office headquartered in Orange County, California, prepares for the firms next phase of growth with a minority investment from Merchant Investment Management (Merchant).
Key Points:
- Crescent Bay Advisors (CBA), a multi-family office headquartered in Orange County, California, prepares for the firms next phase of growth with a minority investment from Merchant Investment Management (Merchant).
- CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations, and is paid solely and exclusively by their clients.
- Our partnership with Merchant comes at an important juncture as we look to grow and provide additional resources to our clients, said Larry Abrahams, president and founder of CBA.
- CBA offers customized services, including tax planning, estate planning, investment advice, philanthropy services, and risk management, paired with fully integrated business management and personal accounting services.
Retrieved on:
Tuesday, February 15, 2022
Other Professional Services,
Insurance,
Finance,
Consulting,
Banking,
Small Business,
Accounting,
Professional Services,
Aircraft,
ULCC,
Region,
RIA,
Capital,
Culture,
Partnership,
Legacy,
New Mountain Capital,
RIAS,
Citywire,
Financial services,
Airline,
Merchant,
Mountain Capital Investment Advisors,
Merchant Investment Management, LLC,
Republic Capital Group,
MOUNTAIN CAPITAL INVESTMENT ADVISORS,
MERCHANT INVESTMENT MANAGEMENT, LLC,
REPUBLIC CAPITAL GROUP Mountain Capital Investment Advisors today announces its partnership with Merchant , opening new avenues of strategic growth and supporting the firms specialized wealth management services for airline industry clients and other investors who benefit from more hands-on coaching in their financial lives.
Key Points:
- Mountain Capital Investment Advisors today announces its partnership with Merchant , opening new avenues of strategic growth and supporting the firms specialized wealth management services for airline industry clients and other investors who benefit from more hands-on coaching in their financial lives.
- With teams in Denver, Minneapolis, San Francisco, and Los Angeles, Mountain Capital is one of the fastest-growing RIAs in Colorado , as ranked by Citywire RIA.
- The firm will use a minority investment from Merchant, as well as Merchants financial services expertise and strategic resources, to expand its reach through inorganic growth and to maintain its high-caliber client service, said Mountain Capital Co-Founder Brandt Burns.
- Merchant is a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management.
Retrieved on:
Thursday, February 10, 2022
Consulting,
Banking,
Professional Services,
Finance,
Uncertainty,
Topical steroid withdrawal,
Growth,
Friends,
Partnership,
Merchant,
Leadership,
Shoulder,
Family,
CEO,
RIA,
Management,
Fusion,
Fusion Family Wealth,
Merchant Investment Management, LLC,
FUSION FAMILY WEALTH,
MERCHANT INVESTMENT MANAGEMENT, LLC The partnership with Fusion underscores Merchants commitment to supporting differentiated RIA firms with strong leadership and a track record of sustained growth.
Key Points:
- The partnership with Fusion underscores Merchants commitment to supporting differentiated RIA firms with strong leadership and a track record of sustained growth.
- Fusions process of identifying investor goals and providing ongoing behavioral counseling enables its clients to continually make rational money decisions when faced with uncertainty.
- Merchant will deploy its M&A resources and in-depth understanding of the independent wealth management space to guide Fusions organic and inorganic growth.
- Fusion Family Wealth is an independent firm providing behavioral-based investment counseling and wealth planning strategies to investors and 401(k) plan sponsors.
Retrieved on:
Tuesday, February 8, 2022
Finance,
Consulting,
Banking,
Professional Services,
Other Professional Services,
Virtue,
Registered investment adviser,
Solution,
IWA,
Head,
Partnership,
Merchant,
RIA,
Trust,
Financial services,
Bank,
Financial adviser,
Inspirion Wealth Advisors,
Merchant Investment Management, LLC,
INSPIRION WEALTH ADVISORS,
MERCHANT INVESTMENT MANAGEMENT, LLC IWA will draw on a minority investment and ongoing strategic guidance from Merchant as it pursues its growth goals.
Key Points:
- IWA will draw on a minority investment and ongoing strategic guidance from Merchant as it pursues its growth goals.
- The $1 billion RIA, founded in 2012, has strong roots in the Libertyville community.
- Inspirion Wealth Advisors was formed in 2012, when two well-respected advisory firms came together to better serve clients and ensure continuity.
- Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.
Professional Services,
Other Professional Services,
Technology,
Other Technology,
Finance,
Consulting,
Banking,
Growth,
Partnership,
Retirement,
Student Investment Advisory Service,
LPL Financial,
CFP,
Merchant,
Rand Merchant Investment Holdings,
Face,
Financial adviser,
Financial services,
Summit Investment Advisory Services,
Merchant Investment Management, LLC,
SUMMIT INVESTMENT ADVISORY SERVICES,
MERCHANT INVESTMENT MANAGEMENT, LLC Summit offers integrated financial and retirement income planning, investment management, estate, and tax planning services.
Key Points:
- Summit offers integrated financial and retirement income planning, investment management, estate, and tax planning services.
- This is a long-term investment in the continued success and growth of Summit Investment Advisory Services, an independent registered investment advisor, said Merchant Managing Partner Tim Bello.
- Investment advice offered through Summit Investment Advisory Services, a registered investment advisor.
- Summit Investment Advisory Services and Merchant Investment Management are separate entities from LPL Financial.
Retrieved on:
Tuesday, February 1, 2022
Consulting,
Professional Services,
Finance,
SEC,
Growth,
Partnership,
Leadership,
RWA,
Lehigh Valley,
Merchant,
Financial services,
Risk management,
River Wealth Advisors,
Merchant Investment Management, LLC,
RIVER WEALTH ADVISORS,
MERCHANT INVESTMENT MANAGEMENT, LLC This strategic partnership provides growth capital and resources to galvanize the future evolution of our firm.
Key Points:
- This strategic partnership provides growth capital and resources to galvanize the future evolution of our firm.
- Merchants deep, firsthand understanding of wealth management and its durable, long-term commitment of resources have already yielded results for RWA.
- River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, offering wealth management and retirement planning for individuals, business retirement plans, along with investment management for trusts and estates.
- Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.
Professional Services,
Other Professional Services,
Small Business,
Finance,
Consulting,
Banking,
Accounting,
Technology,
Gene,
CEO,
RIA,
Solution,
Time,
Industry,
Culture,
CTBC Financial Holding,
Trust,
LLC,
Partnership,
Financial services,
Financial adviser,
Bank,
Merchant,
Summit Financial,
Merchant Investment Management, LLC,
Fieldpoint Private,
SUMMIT FINANCIAL,
MERCHANT INVESTMENT MANAGEMENT, LLC,
FIELDPOINT PRIVATE Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoints investment advisory unit, establishing a partnership that will deliver Fieldpoint Privates banking capabilities through the Summit advisor services platform, SummitVantage.
Key Points:
- Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoints investment advisory unit, establishing a partnership that will deliver Fieldpoint Privates banking capabilities through the Summit advisor services platform, SummitVantage.
- In 2019, Gregor brought in Merchant, who arrived with long-term and durable equity capital, and gave rise to the launch of Summit Growth Partners .
- Summit Financial Holdings, LLCs affiliated firms include, but are not limited to, Summit Financial, LLC, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC.
- Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.
Retrieved on:
Monday, December 13, 2021
Finance,
Consulting,
Banking,
Professional Services,
Other Professional Services,
Solution,
Goldman Sachs,
Monarch Alternative Capital,
Growth,
Friends,
Succession planning,
Apollo Global Management,
PE,
Geography,
Running,
Time,
Partner,
ACM,
Eton Park,
Stock,
Spilker,
Risk management,
Investment,
VC,
Investment management,
Partnership,
Financial services,
Drug,
Bank,
Merchant,
Paulo,
Brainvest,
Merchant Investment Management, LLC,
BRAINVEST,
MERCHANT INVESTMENT MANAGEMENT, LLC Recognizing the opportunity to expand internationally, Merchant Investment Management has partnered with Brainvest Wealth Management , a $3 billion multi-shore firm offering wealth planning services and sophisticated, alternative investment solutions to complex, international families and entrepreneurs.
Key Points:
- Recognizing the opportunity to expand internationally, Merchant Investment Management has partnered with Brainvest Wealth Management , a $3 billion multi-shore firm offering wealth planning services and sophisticated, alternative investment solutions to complex, international families and entrepreneurs.
- The strategic partnership with Merchant is a natural evolution as Brainvest brings its talent to the U.S. and Merchant, in turn brings its capabilities into the local markets of Brainvest to help drive broader international expansion.
- Brainvest provides global and independent solutions in areas including Investment Management (liquid and private assets), Succession Planning, Estate/Financial Planning, Consolidation Systems, Risk Management, and Tax and Offshore Entity Management.
- Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.
