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Category Archives: "Investment Firm"

Wealth Solutions: Providing Investment Services

Posted on 15 April, 2017  in Finances, Investing, Investment Advisor, Investment Firm, Investment Guidance

Operating as a Registered Investment Advisory Firm, Wealth Solutions has been providing investment services to the residents of Austin.

 

 

Richard Blair of Wealth Solutions is the man behind the idea of providing various services that assist their clients in building wealth. He believes that all the customers and the residents of Austin should have a solid financial plan if they are to attain their dreams. That is why he strives to provide people with plans that would help them live a comfortable life.

 

 

The Company has developed a process that allows them to meet the needs of their clients. They have a three pillar process that includes:

 

 

Pillar one: the team helps their clients to identify their goals, strengths, weaknesses, and opportunities that they have. This helps them to gain an understanding of their client’s financial situation. After that, they design a roadmap.

 

 

Pillar two: they will help the clients to develop a long-term strategy which will help them attain their goals. The plan is designed specifically to cater to the investment needs of the clients. Richard Blair is responsible for managing the client’s portfolio.

 

 

Pillar Three: Wealth Solutions provide insurance that will protect the client’s investments.

 

 

Wealth Solutions Company offers services in three categories:

 

 

Wealth Management: involves creating an investment portfolio based on the customer’s needs

 

 

Financial planning: this involves creating short and long term goals

 

 

Retirement planning: the team helps the clients to prepare goals

 

 

About Richard Blair

 

 

Richard Blair is the founder of the Wealth Solutions Company. His goal for creating the Company was to provide services that will make significant changes to the lives of the residents of Austin.

 

 

His desire for education and finance is what shaped his career. After graduating college, he ventured into the world of finance in 1993. Unlike most of the people, Richard took the less trodden road and established the Wealth Solution Company in 1994. The primary goal of establishing the Company was to provide personalized services to his clients.

 

 

Richard has developed a vast experience in financial planning. The skills have equipped him with the confidence to advise his clients on wealth management. Richard helps his customers to bridge the gap by providing strategies for retirement planning.

 

 

Richard has accomplished a lot in his career and received various certifications. He is a Certified Annuity Specialist, Certified Fund Specialist, Certified Tax Specialist, Certified Estate and Trust Specialists, Retirement Income Certified Professional, and Investment Advisor Representative.

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Jeffry Schneider’s involvement in the Finance Sector

Posted on 23 February, 2017  in Capital Management, Investment Firm

Jeffry Schneider is the proprietor and CEO of the Ascendant Capital LLC. The company is currently based in Austin, Texas and has specialized in offering financial services. It has majored in providing a wide array of solutions, which include operational, marketing, education, and sales services. Ascendant Capital has established outstanding methods that it uses in raising money for alternative asset fund benefactors. Mr. Schneider and the company have partnered with an emerging network of private banks, registered investment advisors, family offices, and broker-dealer to offer public and private offing across the planet.

The growth rate of the Ascendant Capital has been rapid for the last five years that it has been led by Jeffry Schneider. It started with two employees, and it has currently hired over 30 individuals. During this period, he has worked with his staff to raise about $1 billion for the managers that his firm represents. Ascendant Capital is currently in business with about 50 brokers, 250 investment advisors, and several family businesses.

Mr. Schneider hopes that his company will keep growing. According to him, the current state of the market allows alternative investments to provide outstanding methods that individuals and institutions can use to diversify their assets and assist in mitigating instability. His company has experienced excellent growth in the past few years, and he hopes that it will be better in future.

Jeffry believes that a lot of smart money is offered to alternative investments than via many RIAs. He also thinks that the customers’ portfolio does not get enough regarding alternative investments. Schneider has established a company culture that has significantly helped Ascendant Capital to be successful. It motivated the staff to have open communications, trust, as well as internal and external transparency. The company has always prioritized fiduciary duties to its investors.

Schneider attended the University of Massachusetts, which is based in Amherst. He started his career in the financial sector by serving the Axiom Capital Management, Paradigm Global Advisors, and Merrill Lynch. Apart from his career, he is interested in exploring the world, staying fit, and having a healthy lifestyle. Jeffry has also been giving back to the society by supporting organizations such as God Loves We Deliver, Cherokee Home for Children, Gazelle Foundation, as well as Wonder and Worries.

@Twitter: https://twitter.com/jeffryschneider

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Stephen Murray Creates Legacy Through CCMP Capital Advisors

Posted on 4 November, 2015  in Investment Firm

Stephen Murray CCMP Capital Advisors LLC is a private equity firm headquartered in New York City with offices in London, Hong Kong and Tokyo. The firm, which was founded in 2006, operates worldwide and specializes in buyouts and growth investments. CCMP focuses on companies from $250 million to $2 billion in size and invests between $100 million and $500 million in equity for each deal. CCMP’s advisors deliver success by working with CCMP’s clients’ managing teams to develop mutual goals, reach various targets and monitor transaction progress.

CCMP Capital Advisors was founded through a series of mergers. In 1984 Chemical Venture Partners was established as a branch of Chemical Bank. Throughout the years Chemical Venture Partners merged with a number of different companies, including with JPMorgan in 2000 to become JPMorgan Partners. In 2002 JPMorgan Partners Global Investors fund closed its doors, and four years later CCMP Capital Advisors was formed.

The private equity firm specializes in the energy, healthcare, industrial and retail industries. CCMP includes J.P. Morgan Partners, AMC Entertainment, Aramark, Cabela’s and Medpace among its many notable clients.

Stephen Murray was a private equity investor and former vo-founder and Chief Executive Officer of CCMP Capital Advisors. Murray passed away in March of 2015. He worked for CCMP Capital Advisors and its predecessors since 1989. He became head of buyouts at JPMorgan Partners in 2005. In 2006 he co-founded CCMP Capital Advisors and became its CEO in 2007.

Murray received his bachelor’s degree from Boston College and his master’s degree in business from Columbia. The businessman served on the board of Octagon Credit Investors, AMC Entertainment and the Vitamin Shoppe among other companies. Murray was also involved in philanthropy and charities throughout Boston and New York City. He supported the Make-A-Wish Foundation and was its vice chairman of the board of trustees, Boston College and Stamford Museum among others.

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