US Fiduciary Attracts Former Morgan Stanley Advisor to Open Northern Michigan Office

Share Article

US Fiduciary, LP today announced a significant development: the opening of a new office in Traverse City, Michigan.

end investment advisors and their high net worth and institutional clients, today announced a significant development: the opening of a new office in Traverse City, Michigan.

Elliot S. Weissbluth, President of USF Advisors, commented: “Fiduciary financial advisors, working with high net worth individuals, are demanding, sophisticated and wholly independent platforms to support both their commission and fee business. Advisors with our firm have true independence to put their client’s needs first, without giving up home-office support for compliance and technology, or losing commission clients and revenue from products like life insurance or annuities. It’s truly the best of both worlds.”

The latest addition to the firm's quickly expanding network of high net worth advisors is Mr. Jay Batcha, a 21 year veteran of the industry and CIMA certified advisor who left Morgan Stanley after 9 years to join US Fiduciary. “Jay’s experience and commitment to his clients represents exactly the type of advisor we welcome to US Fiduciary.” Weissbluth commented.

Batcha reflects: “I weighted the up front lucrative offers of moving to another brokerage firm against the benefits of going independent and decided that having control over my destiny was very important to me. The hybrid model at US Fiduciary of both a broker-dealer, coupled with a high net worth focused Registered Investment Advisory practice, and an integrated asset management platform is a compelling solution. Furthermore, the technology integration that US Fiduciary designed will enable me to be more efficient as I design, implement, and manage investment solutions for my clients.”

Steven Graubart, Chairman & CEO of US Fiduciary noted: "We anticipated the needs of brokers who desire freedom from the conflicted environment of brokerage firms. We applaud those advisors who are putting their client’s interest first, and embracing the fiduciary standard. Our firm stands ready to meet their needs.”

About US Fiduciary, LP

US Fiduciary is a boutique financial services firm focused solely on serving high-end financial advisors and their high net worth and institutional clients. US Fiduciary has offices in Chicago, Houston, New York, Palm Beach, and Philadelphia. The company’s innovative and integrated offering of Independent Broker Dealer and Registered Investment Advisory solutions supporting financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com. If you are interesting in learning how to join US Fiduciary, please call Mr. Jim Lynch, 312.629.0303.    

Company Contact

Elliot S. Weissbluth

US Fiduciary, Chicago

312.629.0303

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Elliot Weissbluth
Visit website