Features Investment Advisor

Joshua Kohn, CFA – Silkworth Capital Partners

When we think of the world’s infrastructure—its highways and wires, pipelines and airports—there’s a tendency to see it as something to be fixed, and as much a burden to our lives as it is a boon. Josh Kohn sees infrastructure in a different light. “These are investments, and potentially very good investments, that we’re starting […]

Joe Jennings – Clear Investment Research

Plenty of wealth management firms talk up their multi-generational approach to client accounts, of being able to connect and work with centenarian and millennial alike. For the Jennings family, that knack is more than a bullet point in a brochure; it’s how the business is run. Based in Atlanta, Clear Investment Research (CIR) is led […]

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We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

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vol. I 2019

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