Beacon Pointe Advisors Expands Pacific Northwest Presence with Joslin Capital Acquisition
Founded in 1999 by Chief Executive Officer
"Our firm's culture has always revolved around applying the Golden Rule when working with clients and coworkers, and providing unparalleled advice and service," says Joslin. "It's just how we're wired. This is the key reason for our success to date. We therefore wanted to ensure that this culture would be maintained, and ideally, enhanced moving forward. After meeting with Beacon Pointe's leadership team and several other shareholders, we knew there was a strong cultural alignment and that we had found our new home. Our partnership with Beacon Pointe will allow us to add unique and extensive investment and planning resources, enabling us to grow and meet the expectations of the increasingly dynamic, tech-focused world. Through this partnership, we are elevating our services to the next level and going above and beyond what our clients have grown to expect from us."
Founder
In addition to
"We are thrilled to welcome Mike and his exceptional team to the Beacon Pointe family," states
The partnership formally closed on
Representatives from Beacon Pointe Advisors and Joslin Capital Advisors are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is the nation's most prominent female-led registered investment adviser (RIA), with offices and clients located nationally. Clients have long relied on Beacon Pointe's professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and solid commitment to our clients can be seen through numerous awards, including recognition from Barron's, Forbes, Financial Advisor Magazine, CNBC, and more. For more information on Beacon Pointe's wealth advisory services, please visit www.beaconpointe.com and on Twitter @BeaconPointeRIA, LinkedIn, Facebook, and Instagram @BeaconPointeAdvisors.
Media Contact:
(949) 718-1634
[email protected]
View original content to download multimedia:https://www.prnewswire.com/news-releases/beacon-pointe-advisors-expands-pacific-northwest-presence-with-joslin-capital-acquisition-302162458.html
SOURCE Beacon Pointe Advisors
Serious News for Serious Traders! Try StreetInsider.com Premium Free!
You May Also Be Interested In
- Persistent Acquires Starfish Associates, Strengthening its Position in AI-powered Contact Center and Unified Communications
- Altima Resources Announces Delay in Filing Audited Annual Financial Statements
- Yantai Exhibition Celebrates 27th Anniversary of Hong Kong's Return to Motherland
Create E-mail Alert Related Categories
PRNewswire, Press ReleasesRelated Entities
Barron's, Twitter, Definitive AgreementSign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!