Capital North Annonces Change in Name and Location
Capital North Ltd, a Green Bay family office and Registered Investment Advisory (RIA) firm, has relocated to Appleton and is now serving clients as Endowment Wealth Management Inc.
Appleton (I-Newswire) August 12, 2013 - Capital North Ltd, a Green Bay family office and Registered Investment Advisory (RIA) firm, has relocated to Appleton and is now serving clients as Endowment Wealth Management Inc. Announced by company president Thomas Remley, the corporate changes include the addition of Robert Riedl and Prateek Mehrotra as operating partners.
A Chartered Financial Analyst and Chartered Alternative Investment Analyst, Mehrotra has substantial domestic and international investment experience and joins the firm as Chief Investment Officer. Riedl, a CPA, Certified Financial Planner, and Accredited Wealth Management Advisor, has also served as a corporate officer of several Fox Valley companies and will act as Director of Wealth Management.
Remley, a Chartered Financial Analyst who organized the company in 1996, is a Neenah native with extensive investment management experience in the trust and investment management industry. With the addition of Riedl and Mehrotra, the firm has more than 90 years' experience in providing Fox Valley clients with investment management and consulting services.
"We all have ties to the area, so relocating to the central Fox Valley Region helps us to better serve both our local and national clients. This move puts us in a position to continue a tradition of significant community involvement", Remley said.
Endowment Wealth Management is an independent RIA firm of highly experienced investment professionals implementing the Endowment Investment Philosophy. The firm provides confidential collaborative family office and investment services to multi-generational families and institutional clients nationwide. These services include tax, estate, insurance, philanthropic planning, and 401-k investment management, which coordinate and optimize the client's financial decisions. The offices are located at 2200 N. Richmond Street, Suite 200; Appleton, Wisconsin. For more information call 920-785-6010, download the mobile App, or visit us at www.EndowmentWM.com
About Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. is a Registered Investment Advisory firm (RIA) that provides multi More..-family office services to high net worth families throughout the United States. Their team of experienced independent financial professionals serve as fiduciaries to the family and works closely with their other advisers. They utilize the Endowment Investment Philosophy three dimensional investment asset allocations (Global Equities, Income and Risk Managed) to reduce the portfolios volatility while increasing its risk adjusted returns. In addition, they provide personal wealth portal and secured vault to organize and manage their clients wide range of investments and documents. Please visit www.EndowmentWM.com to learn more.Less..
Endowment Wealth Management, Inc.
Robert L. Riedl, CPA, CFP, AWMA
2200 Norrth Richmond Street
Phone : 920-785-6010
Published On:August 12, 2013
Print Release:Print Release
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