Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 301

Optas, LLC Launches as an Independent Registered Investment Advisor

Posted by fidest press agency su giovedì, 23 Mag 2019

Optas, LLC, headquartered in San Francisco, CA, today announced its launch as an independent Registered Investment Advisor (RIA). The firm will continue to manage the specialized and complex needs of first-generation wealth creators and self-made earners.
The team is led by co-founders Fritz Glasser, CIMA® and Meghan Railey, CFP®. Meghan Railey was named to the 2017 Forbes/SHOOK Ranking of America’s Top-500 Next Generation Wealth Advisors.Among the other team members are Michael Berger, Chief Operations Officer and Chief Compliance Officer; Paul van den Tempel, Senior Investment Analyst; and Ryan Klippel, Associate Financial Planner.“Our team has decades of experience with self-made earners and first-generation wealth creators. We’re excited to continue being expert problem-solvers on behalf of the newly wealthy,” said Fritz Glasser, Co- Founder. “Optas strives to serve as the rock and sanity-check for our clients, helping them balance their life and financial goals.”
“After exploring our options, launching as an RIA was the natural progression. This decision provides us with the flexibility to work directly with our clients and tailor our service offering to meet their evolving needs,” said Meghan Railey, Co-Founder. “Our clients’ new-found wealth touches every facet of their lives. We’re well-equipped to help them navigate whatever complexities come their way.”Optas has formed strategic relationships with some of the leading providers in the industry, including Fidelity Clearing & Custody Solutions® which will act as the primary custodian for their clients’ investment assets.“Optas goes above and beyond to help guide the newly wealthy toward success,” said David Canter, head of the RIA segment for Fidelity Clearing & Custody Solutions. “The team knows that it’s about more than just investment, estate, or tax planning. It’s the experience and insights they offer around things like privacy and security, helping their clients navigate relationships and coordinating with specialists that have made the difference.”

Rispondi

Inserisci i tuoi dati qui sotto o clicca su un'icona per effettuare l'accesso:

Logo WordPress.com

Stai commentando usando il tuo account WordPress.com. Chiudi sessione /  Modifica )

Google photo

Stai commentando usando il tuo account Google. Chiudi sessione /  Modifica )

Foto Twitter

Stai commentando usando il tuo account Twitter. Chiudi sessione /  Modifica )

Foto di Facebook

Stai commentando usando il tuo account Facebook. Chiudi sessione /  Modifica )

Connessione a %s...

 
%d blogger hanno fatto clic su Mi Piace per questo: