Focus has the proven ability to help family-owned firms like the Fiduciary Group move forward into the next stage of evolution.
Savannah, Georgia (PRWEB) May 07, 2015
The Fiduciary Group LLC, a Savannah-based independent registered investment advisory firm, announced today that it has partnered with Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, effective April 1, 2015. With more than $600 million in assets under management, The Fiduciary Group provides comprehensive wealth management, investment management, and financial planning services to clients throughout the Georgia coastal and southeast region.
“Our decision to join Focus was influenced by their shared values and entrepreneurial business model,” said Malcolm Butler, president and CEO of The Fiduciary Group. “Focus has the proven ability to help family-owned firms like ours move forward into the next stage of evolution and realize their full growth potential. As a Focus partner firm, we now have unparalleled access to capital and strategic expertise, while still maintaining our independence and focus on the client experience.”
The Fiduciary Group plans to leverage Focus’s acquisition expertise in order to add new talent, expand geographically and further establish its presence throughout the Southeast. It has a total of nine employees and three principal owners, who bring more than 80 years of combined investment and wealth management experience to their client base.
“The Fiduciary Group’s client-centric approach, entrepreneurial spirit and future ambitions for growth make them a natural addition to the Focus partnership,” said Rudy Adolf, founder and CEO of Focus. “We have known Malcolm Butler and his team for a number of years, and have been consistently impressed by their ability to attract assets as well as transform from a family-owned business into the leading RIA firm in the Savannah region.”