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Bruderman Asset Management Named to 2017 Finalist “Family Office Initiative” by Wealth Management, Inc.
  • USA - English


News provided by

Rally Point

Oct 12, 2017, 10:30 ET

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New York, NY (PRWEB) October 12, 2017 -- Bruderman Asset Management is pleased to announce that it has been named a finalist in the annual ranking of Family Offices by Wealth Management, Inc. for the “Family Office Initiative” category.

Our aim was to build something unique, where the family comes first, being recognized for this hard work is heartening.

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The 2017 Wealth Management Industry Awards recognize the companies and organizations that show proven leadership and innovation in their work with clients and their advisors. “The wealth management industry continues to evolve and in some ways, devolve as many ‘advisors’ and ‘advisory firms’ focus on product sales as opposed to having a deliberate investment management and wealth management process. It’s like having a top-notch restaurant without a top-notch chef,” says Matthew J. Bruderman, Chairman and CEO of the firm that bears his name. “It took several years and a great deal of work to convert my family’s private office into a true multi-family office that is designed to serve the needs of complex families, not just offer some services and being focused on generating revenues like many of our competitors are. Our aim was to build something unique, where the family comes first, being recognized for this hard work is heartening. I’m very proud of our team, and I invite you to learn more about us.”

About Bruderman Asset Management:
Bruderman Asset Management is the family office and registered investment advisory division of Bruderman & Co., focused on working with successful entrepreneurs, ultra-high-net-worth individuals and their families. As a result of Bruderman Asset Management’s affiliated companies, the firm is able to provide investors with advisory and investment banking services, including: buy and sell-side advisory, equity sponsor advisory and financing, financial restructuring, and capital raising. With expertise in a broad range of industries including retail, apparel, consumer goods, healthcare, financial services, logistics, and distribution, the firm plans to drive further growth in key areas with additional strategic hires over the coming months.

John Cook, Rally Point, +1 (585) 737-7546, [email protected]

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