Our Team Approach
We subscribe to the philosophy that seldom can problems be solved with a singular solution or subject matter expert. There are usually a combination of factors and influences that impact the process. The key to our fiduciary process for our clients is the advanced planning approach, where best practices and options are explored across a broad spectrum of possible solutions just as sophisticated law firms and elite surgical teams perform. It is only then that a comprehensive, overarching strategy can be developed that represents a prudent solution to a client’s investment and financial planning needs. Team members (although not affiliated with Founders Financial Securities) work with a common outcome in mind and are accountable to the strategy and goals which are always focused on the security, goals and desires of the client. This is the foundation for concierge wealth management. Independent, unconflicted advice, built on trust, integrity, accountability and transparency to serve our exclusive client member community.
LifeTime WealthCare Family Office
Victor Simon, RFC®, ChFC®, AIF®, CWS®
Wealth Counsel & Strategist
Our Independent, Professional Consulting Alliance Network
City National Rochdale -A History of Collaborative Success
City National Rochdale began over 30 years ago as Rochdale Investment Management, serving registered investment advisors, CPAs, and their clients. City National Rochdale currently manages $35.2 billion* in assets and is a wholly owned subsidiary of City National Bank. City National Rochdale and City National Bank are wholly-owned subsidiaries of RBC USA Holdco Corporation, which is a wholly-owned indirect subsidiary of Royal Bank of Canada.
City National Rochdale, through its accomplished professionals, provides their advisor relationships high net worth private clients with a truly unique portfolio management service that relates all investment decisions to each client’s "personal benchmark" developed with their advisor’s intimate knowledge and relationship with the individual, family, business or foundation.
City National Rochdale
Clark Capital Management Company
Clark Capital Management Group is an independent asset management firm based in Philadelphia, PA. The firm was founded by Harry J. Clark, Executive Chairman, in 1986.
We partner with elite financial advisors, supporting them with the tools necessary to help their high net worth investors achieve their long-term life goals. Our focus is on pursuing consistent long-term investment performance by navigating ever changing worldwide markets. We place an emphasis on risk management, because we believe understanding and managing risk is critical to our advisor’s clients’ investment success.
Whether your clients seek growth, income or protection, our Investment Consultants and portfolio managers collaborate with financial advisors to create the right custom portfolio for each investor’s unique needs.
Clark Capital Management Group