Primarily, Swig Burris Equities divides its services into the following categories: Investment Advisory Services
(including acquisitions, investment vehicles, joint venture partnership participation and dispositions), Investment Management, Development Supervision Services, Property Management, Hotel Management, and Commercial Leasing.
In addition to his role as a Wealth Advisor, Martin consults with CPAs and attorneys that wish to expand their scope of services and add value for their clients by offering insurance and investment advisory services
The service, Diamond Privilege, has been designed for the affluent, and in addition to traditional banking services it will offer investment advisory services
ranging from financial planning to global financial and investment advisory services
, wealth management and other lifestyle benefits.
* ONE WAY CPAs CAN UPGRADE THEIR INVESTMENT advisory services
is to offer their clients the services of individual money managers.
At Athena, Cohen will focus on the delivery of customized investment advisory services
, including asset allocation, portfolio construction and other portfolio-management related services.
Harris myCFO, a provider of integrated wealth management with independent investment advisory services
, and which is also a unit of BMO Financial Group (NYSE: BMO), has announced that it hired a director.
The AICPA entered into an alliance with Fidelity Investments Institutional Brokerage Group, in which IBG became the exclusive provider of clearing and custody services for the AICPA's Center for Investment Advisory Services
Battery Ventures provides investment advisory services
solely to privately offered funds.
Victory Capital provides investment advisory services
to institutional clients including corporations, non-profits, public funds, Taft-Hartley and sub-advisory clients through separate accounts and commingled funds.