Advisory Firm’s Service Model Stands in Sharp Contrast
Linden Thomas and Company is on a roll. Over the past 12 months, the Charlotte-based investment advisory firm has added over $100 million in assets under management—a significant jump from its previous total of $800 million. As more and more discerning clients flock to the firm, its national rankings continue to accrue. For the past five years, Barron’s has ranked the firm among America’s Top 1,000 Financial Advisors; last year, Linden Thomas and Company was named a NABCAP Premier Advisor by the Charlotte Business Journal.
These developments suggest Linden Thomas and Company—a team of 18 industry veterans pooling over 200 years of investment and financial planning experience—might be onto something unique. “Without a doubt,” says Managing Principal Stephen Thomas. “The firm’s departure from the traditional retail broker model is a key driver of its success.” …Read More
A ‘Concierge’ Approach to Wealth Management
Charles F. Parks, president and CEO of C.F. Parks & Company, of Salisbury, N.C., compares the demands of running a successful wealth management firm with being a concierge at a five-star resort.
“Our business model appeals to people who are very successful, extremely busy and want their financial life coordinated,” Parks says. “They want confidence in their financial future. Our specialties are designing plans that reflect client success and to make life easy by doing the implementation legwork.”
The firm is staffed with professionals who have expertise in financial planning, investment management, taxes, accounting and business management. …Read More
Many Wealthy Families Need Specialized Advisors to Help Manage Risk, Protect Heirs
Historic stock market volatility, combined with the double threat of “creditors and predators,” places a target on the backs of high-net-worth families.
“Unlike those still building assets, the affluent are rightly concerned about safeguarding their retirement and legacy plans. These families face extreme exposure to risks from large judgments, government regulation and taxation,” explains Andy Culpepper, CPWA, co-founder and Managing Director-Investments at Culpepper-Jones Investment Group of Wells Fargo Advisors in Greenville, North Carolina. …Read More
Strategies for a Confident Retirement
Richardson, Carrington, Weaver & Associates A Financial Advisory Practice of Ameriprise Financial Services, Inc.
When an airline pilot was getting ready to retire, he turned to North Carolina-based Richardson, Carrington, Weaver & Associates at Ameriprise Financial for guidance. Private Wealth Advisor James M. Richardson, CFP®, ChFC®, APMASM understood a successful retirement would involve more than just money.
“Most of my clients have been busy their entire lives, and they cannot suddenly just stop working,” Richardson says. “I help them find reasons to stay motivated. You cannot just change your assets; you have to change your mindset.” …Read More
MAKING THE MOST OF
HEALTH CARE REFORM
Insurance Applications Group Gives Employers
a Sensible Option
Nothing about health care reform is simple, straightforward or easy to understand. Consider a recent McKinsey & Co. survey of 1,300 diverse businesses across the country: As many as 30 percent indicated they will cease to offer major medical insurance to their employees beginning in 2014 as a result of the complex regulations and requirements of the Affordable Care Act. This number increases to more than 50 percent when the employer becomes more familiar with the full impact of the law. …Read More
O’Neal’s Business Savvy Takes the
Guesswork Out of Capital Projects
Challenging industrial capital construction projects with complicated processes and intricate designs are the specialty of O’Neal, Inc. The integrated design and construction company’s multidisciplined team of creative professionals galvanize around complex projects for manufacturers in automotive, process chemical, pharmaceuticals and other industrial manufacturing sectors.
“Complex projects don’t intimidate us,” says O’Neal’s CEO, Kevin Bean. “Our comprehensive in-house staff of design and construction professionals, …Read More
Inclinix and PMG Research Merger Enhances Clinical Trials by Introducing the Human Element
For new drugs and medical devices, the grueling road from the laboratory bench to the marketplace passes through the intensely personal setting of the physician’s office. “Before a new advance is approved, research moves from the lab to the clinic,” explains J. Tobin Geatz, President and CEO of Inclinix-PMG Holdings, Inc. “The doctor-subject relationship lies at the heart of every clinical trial. Practitioners must be confident they are offering appropriate alternatives to the current standards of care. Ultimately, the success of the study hinges on the number of properly-selected volunteers and the ability of the physician to follow FDA guidelines and to gather and report data.” …Read More
Next-Level Finance and Operations
for All Stages of Business
When FinOps Solutions, Inc. Founder and President Paul Boyer moved from Boston to Raleigh in 2008, he brought with him over 25 years’ experience fomenting and facilitating business success. He had served as CFO and/or COO of both public and private companies—from startup through IPO and beyond—with up to $700 million in revenues. He had engineered buy- and sell-side M&A transactions, leveraged debt and equity markets to raise hundreds of millions of dollars of funding, executed international expansion strategies, and helped struggling businesses reposition for growth. …Read More