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Integrated Advisors Network: New Advisor Announcements Q4-2018
  • USA - English

Integrated Advisors Network Brings on New Advisers from Across the Nation to the Platform in the 4th Quarter of 2018


News provided by

Integrated Advisors Network

Feb 21, 2019, 15:00 ET

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PALOS VERDES ESTATES, Calif., Feb. 21, 2019 /PRNewswire-PRWeb/ -- Integrated Advisors Network https://integratedadvisorsnetwork.com/ is proud to announce several new advisory firms who have recently joined the platform. These firms include:

Archer Bay Capital, based in the Greater Boston area, is led by Terri Campbell, CFA, who has over 25 years' experience managing money for institutions—banks, pension funds, foundations and a large insurance company. Terri has managed a $4 billion stock fund, created asset allocation strategies for multi-million and multi-billion dollar portfolios, hired and fired specialized money managers, and contributed to US Generally Accepted Accounting Principles (GAAP) and international accounting standards through her work at Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB).

"I established Archer Bay Capital as a fiduciary firm where our clients' interests come first. We believe in transparency of fees and creating low cost portfolios. In the long run, practical, data-focused investment decisions using low fee options will win versus chasing the latest trend." said Terri Campbell, Founder, Archer Bay Capital LLC.

"Terri has a truly unique and impressive career background combined with significant experience in the philanthropy community.' said Jeff Groves, CEO, Integrated Advisors Network.

Shields Capital Advisors, based in the Greater Chicago, IL area, is led by Bill Yocius. Bill is former CEO of Mitchell, Vaught and Taylor. Bill formed Shields Capital Advisors to better serve his client base. He has been a registered investment advisor representative for over 15 years and has been actively involved in the markets for over 30 years. He currently serves as a Trustee and Treasurer of the Fox River Grove Fire Protection District, a Director of the Illinois Fire Safety Alliance and is the Chairman of his local church. Bill has an MBA (Finance) from Loyola University Chicago and lives with his wife Carol in Fox River Grove.

Augusta Capital Management, based in Augusta, Georgia, is led by John Rhodes. Prior to launching Augusta Capital Management, John has held senior management level positions at Equitable Life, Bankers Trust, Credit Suisse, Forstmann. Most recently he was Chief Investment Officer at AP Wealth Management.

"Integrated's open architecture allows me to choose my own investments, strategies and service providers. The best-of-breed turnkey technology and mid/back office support were also very appealing to help me expand my service offerings for both my client service and growth goals" stated John P. Rhodes, CFA, Augusta Capital Management, LLC.

"John has incredibly deep experience in the investment management industry. He brings demonstrated success in both conventional and alternative investment strategies utilizing a collaborative and systemic process." said Jeff Groves, CEO, Integrated Advisors Network

The Burns-Blackburn Group, based in Greater San Diego Area, is led by Todd Blackburn and Curtis Burns. The 2 person firm was previously with Vintage West Capital Management in Cardiff, CA.

"Because our industry is already so highly regulated and with additional regulations pending, it was very important to choose a partner that is committed to navigating the regulatory environment we operate in every day. We were really impressed with the Integrated team and their vast knowledge of our industry specific rules and regulations, making them an ideal from that perspective." said Todd Blackburn.

"By joining the Integrated Advisors Network we are able to leverage an open architecture platform that offered our clients a broader array of investment strategies and service providers' said Curtis Burns.

Both Curtis and Todd have deep industry experience with a specialized focus on retirement planning that really complement our network ' said Linda Pix, Chief Business Development Officer, Integrated Advisors Network.

Capital City Financial Partners, based in Columbia, South Carolina, is led by Joshua Bradley. The 15 person firm also has a satellite office in Lexington, South Carolina.

"We looked at multiple firms searching for one that values compliance as a priority to keep us and our clients protected, as well as offers technology integrations to make day-to-day business more efficient. We also wanted to remain detached from a broker/dealer connection and steer clear of a firm who would tell us what to do and how to do it. Integrated stood out to us because of the personal connections their team established from the beginning, giving off a genuine feel (versus other corporations who were obviously just trying to get more business). Integrated provides us the freedom to run our firm as we see best for our clients while still providing top-level protection and efficiencies on the back side." Said Joshua Bradley, Managing Partner, Capital City Financial Partners.

"We're really impressed by Capital City Financial Partners highly personalized and holistic approach. The firm has an extremely strong intern program where many of the employee have started. They are an extraordinary team of professionals with significant expertise in financial planning and investment management.' said Michael Young, President, Integrated Advisors Network.

For media inquiries, please contact Bill McGuire at 973-216-4152 or [email protected]

About Integrated Advisors Network
Integrated Advisors Network is a SEC-Registered Investment Adviser offering a "supported independence" business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. Through our strategic business alliances, we provide an integrated back office technology and services platform that allows advisors to establish their personally branded investment adviser practice, while leveraging the benefits of shared cost. We have created a unique and flexible environment that supports advisors during and after their transition to independence, and allows them to do what they do best: service their clients. Find out more about how Integrated Advisors Network can help define your future. For more information call 855-729-4222 or visit http://integratedadvisorsnetwork.com/

SOURCE Integrated Advisors Network

Related Links

https://integratedadvisorsnetwork.com/

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