We look forward to providing the same commitment over the next 20 years to the excellence of service that The Keller Group has been known for
Irvine, Calif. (Vocus) October 1, 2009
The Keller Group Investment Management Inc., a well known Irvine-based Registered Investment Advisor (RIA) serving high net worth families for almost 20 years has changed its name to First Foundation Advisors (FFA).
The new name reflects the expanded platform of services - all in one location - which includes trust and banking services through its affiliate First Foundation Bank (FFB). This provides clients with a single source of expertise for investment management, consulting and financial services united under the corporate umbrella of First Foundation Inc.
"We're proud of the reputation we've built as the Keller Group over the last 20 years and excited to reach this next level of services for our clients," said Rick Keller, CEO of First Foundation Advisors, which has approximately $1.2 billion of assets under management.
"Because our clients are successful individuals, they tend to have complex financial needs," he said. "By combining our expertise in investment management with our wealth planning and consulting talent, we've created a cohesive team to provide high net-worth clients with an integrated approach to achieve their personal and philanthropic goals."
Keller is one of the pioneers of fee-only wealth management in Orange County and is a recognized leader in the community. He is Chairman of the Board of First Foundation Inc. which two years ago became one of the first wealth management firms in the country to establish its own community bank, First Foundation Bank.
First Foundation Inc. is now one of the few independent financial companies to integrate wealth management, consulting, trust and banking services into one platform.
"We look forward to providing the same commitment over the next 20 years to the excellence of service that The Keller Group has been known for," noted Scott Kavanaugh, CEO, First Foundation Bank.
About First Foundation Inc.
First Foundation Inc. offers wealth management, consulting, trust and banking products and services through its wholly owned subsidiaries, First Foundation Advisors, a registered investment advisor and First Foundation Bank. First Foundation has been providing financial services to the California market for 20 years. For information visit firstfoundationinc.com
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