What do Capital Advisors do?
Dedicated to the Financial Planning Process, providing clients a fully integrated and comprehensive view of their financial affairs. Our team has over 230 cumulative years of experience in the wealth management industry, an average tenure at the firm of over 16 years.
How do I find a reliable financial advisor?
Where to Look to Find a Financial Advisor Near You
- Use an online advisor search.
- Ask friends, family or colleagues for recommendations.
- The Garrett Planning Network.
- The National Association of Personal Financial Advisors.
- Robo advisors.
- Search engines.
- The Accredited Financial Counselor website.
What is the best investment management firm?
World’s Top Asset Management Firms
| Rank | Company | Country |
|---|---|---|
| 1 | BlackRock | US |
| 2 | Vanguard Group | US |
| 3 | UBS Group * | Switzerland |
| 4 | Fidelity Investments | US |
Is it worth paying for a financial advisor?
Financial advisers can save you a lot of time and energy While it’s possible to manage your finances on your own, working together with a professional can save you a lot of time, effort and energy, especially if overseeing them yourself leaves you feeling stressed or confused.
Who is optimum investment advisors?
Mr. Goodwin founded Optimum Investment Advisors with Steel Bokhof in 1989. He currently serves as Vice Chairman of the firm. He is also a Portfolio Manager and member of the Investment Committee. Andy has been actively involved in Chicago’s investment and business community for over 40 years.
Who is the portfolio manager at optimum?
Mr. Hughes joined Optimum in 2003 and currently serves as Portfolio Manager for the Large Cap Growth Strategy and member of the Investment Committee. Loyal has over 40 years of industry experience. Prior to joining Optimum, Loyal was Managing Director of Institutional Sales at H.C. Wainwright & Co., in San Francisco.
Who is the CEO of optimum?
Mr. McCaffrey joined Optimum in 2009 and currently serves as its CEO and Chairman. Terry has worked in the investment and business community for over 30 years. Prior to joining Optimum, Terry was President and CEO of LaSalle Financial Services, the brokerage and insurance arm of LaSalle Bank Corporation.
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