Investacorp Reflecting Back on 2019
At Investacorp, we begin each year reflecting back upon the previous 12 months.
Our goal is to learn from the past and incorporate these lessons into future business development plans. This approach improves our ability to provide a competitive and robust wealth management toolkit, ultimately enhancing the lives of our family of independent financial advisors and their clients.
Looking back at 2019, Investacorp and our advisors achieved many milestones. Each one underscored our passion for providing superior client service and improving the quality of life for others.
What follows are just a few accomplishments we’re particularly proud of:
Investacorp Launched the Virtual Personal Assistant (VPA) Program to Reduce Financial Advisor Administrative Task Loads & Enhance Advisor Productivity and Overall Lifestyle
The service also provides an avenue for financial advisor assistants to outsource projects, freeing them to provide more direct client care, ultimately helping advisors scale their practices. Continue reading >
While on a gorilla trek in Africa, Financial Advisor Nora Pettinger found a need she could help meet, assisting Rushaga community members with building a more self-sustaining community.
Located in the Uganda Mountains on the edge of the Bwindi Impenetrable National Park, the Rushaga community has limited food and educational resources. While there, Pettinger saw malnourishment, members living in huts made of grass and mud, and a school in disrepair.
Immediately drawn by the roughly 400 villagers’ graciousness and community spirit, Pettinger was inspired to help the community build a more reliable and sustainable food and educational system. Continue reading >
Investacorp Advisory Services, Inc., (IAS), a sister company of independent advisory and brokerage firm Investacorp, Inc., was named one of the top 300 U.S. registered investment advisors by the Financial Times, and is one of only 11 Florida-based fiduciary firms to earn the prominent ranking. Continue reading >
InvestmentNews released its annual Top IBDs by Revenue ranking, a deep-dive examination of how the nation’s top broker-dealers matched up in 2018 based on a long list of quantitative performance metrics, including total revenue, fee revenue and average annual payouts.
Out of the 132 surveyed IBDs, Investacorp, Inc. ranked 44 in total revenue at $104,683,443, moving up five spots from its 49 ranking in 2017 with a total revenue of $92,081,556. Continue reading >
InvestmentNews recognized Investacorp, Inc. as a 2019 Excellence in Diversity & Inclusion Awards finalist.
According to InvestmentNews, the Excellence in Diversity & Inclusion recognition program aims to tell the story of individuals and firms using their success, leadership skills and willingness to implement and advocate for diversity and inclusion within the financial advisory industry.
Investacorp, along with 16 other firms, was chosen from more than 160 nominations by a committee of InvestmentNews representatives from the advice business. Investacorp was recognized for their ability to inspire others from diverse backgrounds to join, flourish and bring their true selves to work in the financial services industry. Continue reading >
Find more 2019 Investacorp news at our News channel.
For more information, please contact:
Senior Vice President of Business Development
For Financial Professional Use Only