Customized Strategies. Separate Accounts.
SFE Investment Counsel Takes Money Management Personally
When was the last time you met with the investment professionals who actually manage your money? If your advisor has you invested in mutual funds or ETFs, you most likely never have – and neither has he.
“The investment landscape has become somewhat impersonal for many investors,” says Ed Ternan, Vice President of Marketing at SFE Investment Counsel. “Financial advisors provide planning and asset allocation, but the real investment decisions are made
by others somewhere on the East Coast.” …Read More
Character. Communication. Commitment.
Core Values Guide Every Decision, Every Recommendation at the
Valdez Wealth Management Group of UBS
There are any number of financial services firms that provide wealth management and investment services. Many that offer retirement planning, estate planning and even long-term care planning.
What sets Valdez Wealth Management Group apart is not its extensive menu of client services, as impressive as it is, or even its exceptional team of financial professionals. Rather, it is the group’s unwavering dedication to Character, Communication and Commitment. “These core values guide our every decision, our every action and our every recommendation,” says Louie A. Valdez, Senior Vice President – Wealth Management at UBS Financial Services, Inc. …Read More
Relationships Create Better Businesses for Buyers of Extruded Aluminum
Futura Industries President and CEO Susan Johnson is shaping more than metal. She’s forming strategic business relationships with buyers of extruded aluminum. “We supply our customers with metal parts and components used to build thousands of everyday products; if what we provide helps them build a better business, we’ve done our job,” says Johnson, who has led the 67-year-old Utah-based company since 1995.
It’s always about the metal…
With a return rate of less than ¹⁄₃ of 1 percent (one of the lowest in the industry), Johnson and her staff take their metal seriously. Futura is among a small fraction of extrusion companies whose quality assurance programs incorporate a high-end visual scanning inspection system, ensuring extrusions meet exacting measurements required for commercial, electrical, OEM, marine and transportation markets in the U.S., Canada and Mexico. It also took the unusual step of investing in coated die inserts. At a cost of 10 times that of typical technology, coated inserts produce consistently reliable extrusions. Dimensions never change, even down to thousandths of an inch. The surface quality is perfect every time. …Read More
Celebrating 20 Years of Wealth Management
Marking its 20th year in business, Southern California’s Diversified Investment Services has much to celebrate. In that time, the wealth management firm has grown to 15 employees – including five advisors – and now has in excess of $600 million under management.
Diversified Investment Services was established in 1993 to provide clients with the best possible array of wealth management strategies combined with superior personal service. The firm’s advisors are comprehensive wealth managers, focusing on everything from coordinating and managing clients’ retirement income to estate planning. …Read More
Straight Talk, Mutual Respect
Spend a few minutes talking to Christian Maeder about his wealth management practice, and a recurring theme quickly emerges.
“We talk straight to our clients,” says the president of Maeder Wealth Group.
Whether the client, or prospective client, is a recent widow inexperienced in the ways of the financial world, a physician tempted by a get-rich-quick scheme, or a retired aerospace engineer overinvested in company stock, Maeder doesn’t hesitate to express his opinion, even if it’s one the client may not wish to hear.
“Sometimes even really smart people make financial decisions that are not in their best interests, and you have to educate them,” he says. …Read More
Signature Southwest Properties Brokers Thrive Despite Decline in Housing Market
As the U.S. housing crash deepened in 2008, few would have encouraged Realtor® Sherry Fowler to open a real estate company. Rather than panicking in the face of a dismal economic environment, the 19-year veteran of the field found innovative ways to adapt to changing market conditions. She founded Signature Southwest Properties.
In January 2009, Fowler was joined by Dianna Torres Archibeque, a contract business consultant. Archibeque’s expertise in running an efficient virtual office is a perfect complement to Fowler’s firsthand knowledge of brokers’ needs. Together they pioneered a groundbreaking concept that combines the cost efficiencies of a virtual office with the hands-on connection of a traditional brick-and-mortar company. …Read More
Real Success in a “Fantasy” Market
Spend a few minutes talking with Zee Hakimoglu, and you’ll find it hard not to be won over by her passion, determination and exceptional market savvy.
Hakimoglu, president, CEO and chairman of ClearOne, says the videoconferencing industry is on the cusp of a paradigm shift – from hardware- to software-based – and ClearOne is poised to capitalize on it in a big way. She adds that software-based videoconferencing beats hardware-based hands down, in terms of both cost and flexibility.
“This is a fantasy market,” Hakimoglu says. “It’s almost too good to be true. This evolving market offers us vast size, innovation and opportunity.” …Read More