Wealth Solutions is a private company that offers investment advisory services to businesses and individuals. The firm was founded by Richard Blair and is headquartered in Austin, Texas. Blair established Wealth Solutions because of his firm believe that individuals need reliable plans to help them achieve their financial goals. Richard’s specific interest is wealth management and retirement planning. He has perfected on these two fields to provide businesspersons with the right advice.
Wealth Solutions embraces three key pillars that have greatly increased the efficiency of the company in identifying customer’s financial position and retirement needs. This is crucial in crafting a solid plan that corresponds to the client’s needs.
First Pillar serves as the starting point in financial planning process. Through the clients’ insights, Richard is able to become aware of their goals, strengths, growth opportunities and risk tolerance. This phase establishes a strong relationship with clients, which is instrumental in gaining a clear understanding of the customer’s goals and expectations.
The second pillar provides a ground for developing a long-term investment strategy, formulated on the basis of goals and liquidity needs. Richard uses his experience in retirement planning to draw strategies that ensure the client’s portfolio performs maximally both in upward and downward market movements.
The third pillar focuses on the client’s insurance needs. After identifying the goals of clients and crafted visionary strategies to achieve them, Richard moves ahead to find a suitable insurance cover that will cushion clients against uncertain eventualities as they journey towards financial security.
Richard Blair of Wealth Solutions boasts an impressive track record in financial planning and investment. He has used his knowledge and experience to impact positively on lives of individuals, families and businesses. Richard’s wife, mother and grandmother who all served as teachers, greatly influenced his decision to join the education field. Through these mentors, Richard evidenced the ability of teaching in growing individuals’ knowledge and confidence. Armed with mentorship coupled with his aptitude in finance, Richard ventured into helping people in financial planning and investment. After completing his college education in 1993, Richard Blair worked shortly in the financial industry before he decided to establish Wealth solutions in 1994. Since its inception, the firm has helped many people to realize their retirement and investment goals. It offers advice on how to establish successful ventures that can keep peoples’ future secured financially. Richard’s leadership has been instrumental in offering investors the right advice.
Madison Street Capital, one of the leading firms in the investment banking industry reported that a total of 42 hedge fund deals were closed in 2015 as compared to the 32 closed in 2014. According to the 4th edition report released earlier in February 2016, the momentum that was evident in the 4th quarter of 2015 gives a boost to the 2016 projections with regard to the number of deals closed in the hedge fund and M&A transaction industry. The report also gives a general overview that covers the various available mergers and acquisitions (M&A) opportunities and core details of a number transaction activities.
According to the report, despite the 2015 hedge fund strategies resulting in dismal performance, the bump in deals closed can possibly be attributed to the fact that institutional investors decided to pursue alternative asset management in a bid to increase the volume of returns to match up to their ever-increasing liabilities. Unfortunately for small hedge fund managers, the pressure to revise their fees downwards is increasing, especially considering the fact that they are having a hard time trying to attract new capital. As such, a good number of them are operating below optimal capacity. It has therefore become increasingly necessary for them to explore alternative strategies.
The big players in the industries have also had to diversify their range of services and come up with creative strategies to keep their coffers afloat. Currently, apart from the traditional hedge fund management and M&A, transactions involving revenue-share agreements and private equity stakes, among others, are increasingly being fashioned. According to an article by PR.com, Karl D’Cunha the Senior Managing Director at Madison is reported to have extrapolated that 2016 looks better for the industry, seeing as a number of mechanisms have been brought to the table to involve both buyers and sellers.
Madison Street Capital provides valuation services, mergers and acquisitions expertise and financial advisory services, among others, to both private and publicly held businesses. It also provides strategic management consultancy services which could also include matters to do with sound corporate governance or development of an exit strategy. It especially focuses on middle market investment banking. Madison also partners with humanitarian organizations in its philanthropic agenda aimed towards building strong, resilient businesses within communities. One of its philanthropic partners is United Way. While its headquarters are in Chicago, it has offices in Africa, Asia and North America.
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