“We wanted to create a service offering that delivers a robust client experience to a segment of the market that has been slowly pushed into commoditized wealth management."
OVERLAND PARK, Kan. (PRWEB) September 15, 2022
The ETF Store, Inc., an independent SEC-registered investment advisor, today announced the launch of a new service offering, Novadius Wealth Management.
Novadius provides comprehensive financial planning and investment management solutions to a range of clients, including high net worth individuals, businesses, and endowments. Industry veterans Tim Womack and Brian Murray will lead the expansion of this new platform, which seeks to deliver a highly personalized client experience.
“From my experience, many investment advisors have become more financial planning focused, while the portfolio management piece has become neglected,” said Tim Womack, Managing Director and Vice President of Investments at Novadius. “It’s our belief that far too many wealth managers have replaced experience and customization of services with a cookie-cutter investment approach that rarely, if ever, changes along with financial markets. While comprehensive financial planning is still a cornerstone of our service offering, we wanted to leverage our years of institutional investment experience to deliver a truly customized portfolio approach that meets the needs of a specific type of client.”
In addition to a more personalized investment approach, Novadius is placing a greater emphasis on client education. “A more educated client is better able to make informed decisions regarding their finances,” said Brian Murray, Managing Director at Novadius. “A high-quality wealth management experience should include educating clients on all matters affecting their financial lives, from investments to tax implications to estate planning.”
The ETF Store, Inc. currently manages approximately $200 million in assets, serving clients across 25 states. Novadius will operate as a separate brand under The ETF Store’s registered investment advisory firm.
“Tim and Brian are both CFA charterholders with institutional investment experience,” said Nate Geraci, President of The ETF Store. “We wanted to create a service offering that delivers a robust client experience to a segment of the market that has been slowly pushed into commoditized wealth management. Novadius was designed to better serve individuals and institutions who value a boutique wealth management approach with a greater degree of personal touch, customization, and communication.”
About The ETF Store, Inc.
The ETF Store, Inc. is a fee-based, independent registered investment advisor providing clients with low cost, diversified portfolios comprised primarily of Exchange Traded Funds (ETFs). The company’s mission is to provide individuals and institutions with intelligent and practical wealth management solutions to help them meet their financial goals. The company also hosts the weekly podcast “ETF Prime”, which features news and commentary on ETFs, as well as experts from across the industry. For more information, contact The ETF Store at http://www.etfstore.com or visit http://www.novadius.com to learn more about Novadius Wealth Management.