Principals: Zach Horn, Managing Partner, Shareholder & Investment Manager Mark Motley, Co-founder, Shareholder & Investment Manager Contact: fosterandmotley.com 7755 Montgomery Road, Suite 100, Cincinnati, OH 45236 (513) 561-6640
Principals: Zach Horn, Managing Partner, Shareholder & Investment Manager Mark Motley, Co-founder, Shareholder & Investment Manager Contact: fosterandmotley.com 7755 Montgomery Road, Suite 100, Cincinnati, OH 45236 (513) 561-6640
AdvisorHub 100 Advisors to Watch (Over $1B) 2023 AdvisorHub 50 Advisors to Watch (Over $1B) 2022 Expertise.com Best Financial Advisors in Indianapolis 2024, 2023, 2022 Five Star Wealth Manager Award 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012 Financial...
1% US GDP in total payment volume FY23 85%+ of the top 100 US accounting firms partner with BILL *As of June 2024 “BILL has been so good to us. It’s light years ahead. A lot of family offices have very antiquated processes and procedures. That’s a definite growing pain. I woul...
you have other things that demand your time and attention. You understand the importance ofsurrounding yourself with top mindsand talent who use the most current information about the markets to manage your accounts. You know the value of working with a financial advisor or wealth manager who can...
“The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough.” Phil and Jen * Engineering Manager & Physician Assistant / Director of Clinical Education “The advice has been solid. I had what I thought was a pretty simple question, ...
“We clone our own systems and can make them available to other local and international partners,” says Patrick Odier, senior managing partner at the Swiss wealth manager. “There’s a lot of innovation that happens at established firms that could become a business – such as developing reg-...
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager Visit Gary Velek on LinkedIn Phone: (562) 901-4343 Contact Me View My Bio Stephen Shanklin, CIMA® Senior Vice President, Wealth Management, Wealth Advisor Schedule MeetingLink Opens in New Tab Visit Stephen Sh...
similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of ...
Chinese whispers: PWM Tea Break Family office portfolio manager Alice Wang talks to PWM's Yuri Bender about... Business models Wealth managers seek to break down philanthropy barriers ByElisa Battaglia Trovato By demonstrating impact and setting up more efficient philanthropic structures, wealth advisers...