Category: Investment Specialist

Richard Blair – article recap

Richard Blair CEO of Wealth Solutions, Ensuring The People of Texas Have Sustainable Investments

Richard Blair of Wealth Solutions Inc., is one of the most prominent professionals in the financial and assets management industry. He is the founder and the Chief Investment Officer of Wealth Solutions which is headquartered in Bee Cave, Texas. His job involves getting paid to give consultation on securities or to manage investment portfolios on behalf of his clients.

 

What makes him an industry leader is the fact that he has passed 7 Exams certifying that he is very knowledgeable when it comes to investments management. His clients entrust him to give sober advice because that is what he has been doing for over 25 years now.

 

Blair started Wealth Solutions in the year 1994. This was after being employed for a few years. His goal was to start a business that would help people make profitable investment decisions so that when they would have enough to sustain them after their retirement. He is interested in providing unbiased advice so that his clients can mutually benefit.

 

His firm Wealth Solutions operates as a Registered Investment Advisory Firm. It is reputable for offering customized investment services. This is after the expert team of Wealth Solution identifies the current situation of individual clients and matches them with their end expectations. The company is ran through three main principals, which the company refers to as pillars. These pillars include;

 

Drawing a Plan

When you come to Wealth Solutions, looking for investment advice, you will be assigned to a highly-skilled team of investment gurus. They will try and assess tour current financial standing. What do you want? What are your goals? They will then identify the risks and opportunities relating to you investment needs. Also, they will analyze the strengths and weaknesses that you posses. The SWIT analysis is what will guide them to drawing a specific plan for you.

 

Developing Long-Term Strategies

Richard Blair’s Wealth Solutions is concerned with more than just the short-term. They want to ensure that you have a sustainable plan for success. To this end, Richard Blair himself oversees the development of a long term strategy. He sees to it that all factors are considered and that your investment will have all it requires to beat the negative market forces.

 

Insurance

The last step is catering for insurance. Blair will ensure that you are adequately insured. From life insurance to redemption way after you have retired.

 

 

Jeffry Schneider Leads Ascendant LLC Past The $1 Billion  Mark in Alternative Investing Strategies

As anyone involved in investing in financial markets knows, diversification is a key element to guarding against market volatility and unnecessary losses. Alternative investing can offer protection against the risk of more traditional investments. Alternative investing is the act of investing in asset classes and derivatives other than the cash and bonds/securities of traditional investment markets. These may include such tangible assets like precious metals, stamps, antiques and private equity or financially driven assets involving real estate, hedge funds, film production and the newer trend towards crypto-currency investing and mining.

Maybe more so than with traditional investments, the value of education, due diligence and specific asset knowledge is even more paramount to ensuring gains are maximized and losses are kept to a minimum. This means investors must have a proven and successful broker or investment company on their side to guarantee quality returns.

Ascendant Capital LLC, is a rising leader in the alternative investing markets industry and boasts a team of industry experts, led by founder and CEO Jeffry Schneider, that offer comprehensive investment advisory strategies and solutions to investors around the globe. Encouraging a culture of trust and transparency, advocated and practiced by Jeffry Schneider himself, is a priority they don’t take lightly. This culture has grown Ascendant from just 2 employees to more than 3o since it’s founding in 2009. This focus on responsible strategies and team ethics has also allowed Jeffry and his group to reach the $1 billion plateau in funds raised as of May 2016.

Ascendant Capital LLC, is based in Austin, Texas, but operates globally and networks with more than 250 registered investment advisors and a growing list of private banks and broker dealers.

Jeffry Schneider

After earning a Bachelors of Science degree from the University of Massachussets at Amherst Jeffry Schneider immediately went into the financial services industry and gained valuable experience working for exclusive and prestigious firms like Merrill Lynch, Smith Barney and Alex Brown. He began working for Axiom Capital management in 2002 and began to develop his skills and relationships even further and joined Paradigm Global Advisors just 2 years later. When he founded Ascendant Capital in 2009 he did extensive work with Virtus Real Estate and was key in raising funds that purchased $1.5 billion in real estate. But Jeffry’s leadership isn’t just limited to his company. He works tirelessly outside the office as well by training and competing in marathons and half Ironman challenges. He also believes in committing to a healthy lifestyle and eating right is the first step to a healthy body and mind. Jeffry Schneider believes heavily in helping others by actively supporting such causes as The Gazelle Foundation, Cherokee Home for Children, God Loves We Deliver and many more.