Features Investment Management

Kevin Naughton – SandsPoint Capital Advisors

Stunned by the Great Recession and forced into cost-cutting mode a decade ago, Morgan Stanley turned to outsourcing many of its most critical functions and turned a lot of heads in the process. For if the multinational investment bank was doing it, other companies reasoned they could do so as well, some entrusting their administrative […]

Kenneth and Lori Heise – Heise Advisory Group

A one-time construction engineer turned financial adviser, Kenneth Heise sees similarities between the two seemingly dissimilar professions. “We now talk about building a fiscal house as opposed to building a physical structure,” says the founder and president of the St. Louis-based independent retirement planning firm Heise Advisory Group. “It’s a similar thought process, helping to ensure […]

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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. II 2019

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