CHB Investment Group LLC

CDM Software Solutions, Inc.

Helping Engineer Financial Success for Oil Industry Professionals

Working 15 years for a company and serving its employees as a financial advisor for another two decades provide a personalized perspective on how to help the organization’s people. That’s the type of valuable insight Christopher Brashier, Managing Director of CHB Investment Group, LLC, offers Exxon Mobil employees and retirees.

 

“We have been advising Exxon Mobil employees for 20 years, and over half of our client base is Exxon Mobil employees,” says Brashier, who was a researcher and executive at Mobil for 15 years prior to becoming a financial advisor. “We know its various benefits, compensation and retirement plans inside and out. That in-depth knowledge positions us to advise our clients on how best to take advantage of these plans.”

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The SMK Group at Morgan Stanley

CDM Software Solutions, Inc.

Serious Advisors Prefer a Lighthearted Approach

Most financial advisors are serious about caring for their clients’ assets. Few advisors, however, are equally serious about putting clients at ease and lightening their mood.

Joel Spangler, CFP®, CRPS® and Mark Mucciacciaro, CFP®, CDFA, CRPS® are seasoned financial advisors, CERTIFIED FINANCIAL PLANNERSTM,  business partners, educators and friends with more than 40 years’ (Joel 25 years, Mark 18 years) industry experience between them. Although each takes his role as investment professional seriously, Spangler and Mucciacciaro enjoy showing clients the lighter side of an otherwise dry subject.

Strategic Wealth Advisory, LLC

CDM Software Solutions, Inc.

‘Plan First, Invest Second’

Earl Schultz of Strategic Wealth Advisory, LLC believes preparing for retirement is a lot like mountain climbing.

“Most novice climbers focus so much of their planning and preparation on how to get to the top of the mountain that they are completely unprepared for the unique challenges they run into on the way down,” Schultz says. “Yet 80 percent of accidents occur on the descent, after you’ve already reached the top. Successful climbers have a plan for getting to the top and a completely separate plan for coming down the mountain.”

CHB Investment Group, LLC

CDM Software Solutions, Inc.

Serious Advisors Prefer a Lighthearted Approach

Christopher Brashier, Managing Director of CHB Investment Group, LLC, likes to describe his firm’s approach to investing as a “financial refinery.” It’s reflective of his past career as an executive in the oil industry, as well as CHB’s emphasis on a precise, quantitative investment process.

“We spend a lot of time on the analytics relative to our competition. Everything we do is by a quantitatively driven process,” says Brashier. Many of CHB’s clients, explains Brashier, are engineers and other technical professionals who appreciate its process-like approach to investing.

The Lynch Team of Janney Montgomery Scott LLC

CDM Software Solutions, Inc.

Today’s Investors Seek Trustworthy Advisors and Less Volatility

One of the most significant effects of the Great Recession that began in late 2007 was a sobering change in the attitudes of individual investors. “We see two major trends. First, investors are looking for trustworthy advisors who will work on their behalf. Second, they want portfolios that are less dependent on the whims of the markets, which can be volatile at times,” says Tim Lynch who directs The Lynch Team of Janney Montgomery Scott LLC in Pittsburgh, Pennsylvania.

ROSS Companies

Washington D.C.’s Apartment Experts

More than 25 years ago, Beth and Scott Ross decided to add another facet to their marriage – business. To better manage Scott’s first multifamily asset, Beth Ross formed ROSS Management Services in their basement. She started with three employees and 128 apartments.

Fast-forward to 2013, and the ROSS Companies’ offices consume a floor of a Bethesda office building and the ROSS team is 300-strong.
The ROSS executive team possesses more than 100 years of combined multifamily experience from many national firms. Its portfolio is purposefully based in the Washington, D.C. metro area and is comprised of 28 communities, totaling more than 10,000 apartments. Ross is very proud of her company – and how she grew it. …Read More

TechVision 21

Innovation Policy Powerhouse

They say it’s not what you know. It’s who 
you know. And nowhere is that truer than in Washington, D.C. But what if you could combine the who with the what and add the how? The result would be TechVision21, a technology and policy consulting firm that helps clients develop and execute strategies to advance their policies, programs and funding interests in Washington.

As a former White House staffer and Senate-confirmed assistant secretary of technology policy 
at the U.S. Department of Commerce, TechVision21 President Kelly Carnes and her team are well-connected across government and both ends of Pennsylvania Avenue. “But we do so much more than just whip out a list of contacts and make introductions,” she says. …Read More

Chevy Chase Trust

Wealthy Families Find Uncommon Solutions

Chevy Chase Trust Managing Director Deborah (“Deb”) Gandy is redefining what it means to provide the highest caliber of comprehensive investment and financial management to wealthy individuals and their families. Working closely with some of the Washington area’s most elite families, Gandy emphasizes a very personal approach which has become all too uncommon in a world of institutionalized wealth management.

“The key is customization. Why should anyone choose to be shoehorned into a preconceived …Read More

Amsterdam & Partners LLP

Helping Multinational Corporations Navigate Faraway Markets

For corporations looking to do business in frontier markets around the globe, the prospect can be intimidating. The risks, potentially dire. The outcome, as uncertain as it gets. Apart from having firsthand, on-the-ground experience in these parts of the world, how do companies pursue overseas opportunities in a way that truly protects and advances their long-term interests?

First and foremost, they would do well to partner with attorney Robert R. Amsterdam, founding partner of Amsterdam & Partners LLP. …Read More

Kaplan Voekler Cunningham & Frank, PLC

Larger-Firm Talent in a Smaller Practice

For years, attorneys at Kaplan Voekler Cunningham & Frank, PLC practiced their skills at larger law firms, serving the needs of Fortune 500 clients.
Big law firms may work fine for Fortune 500 clients, but what about smaller companies? What about companies that are not Fortune 500-size but still need sophisticated legal help in crucial business areas? Don’t they merit high-caliber counsel, too? …Read More