Home / Business and Economy / Wealth Firm Osaic Expands Network, Adds $143M Advisor
Wealth Firm Osaic Expands Network, Adds $143M Advisor
31 Oct
Summary
- Osaic adds Four Pillars Investment Management to its advisor network
- Four Pillars brings $143 million in assets to Osaic
- Osaic offers technology, products, and back-office support to help Four Pillars grow
Wealth management solutions provider Osaic has welcomed US-based Four Pillars Investment Management to its independent advisor network. This is the latest in a series of advisor groups that have transitioned to Osaic from Commonwealth, including Virtus Wealth Solutions, Gallagher Financial Services, and Hinck Private Wealth Management.
Led by investment advisor John T Evans, Four Pillars brings around $143 million in assets to Osaic. The Four Pillars team also includes Pamela Evans, who serves as a client service associate, and Jennifer Moss, who provides operations support.
Osaic's business development executive vice president, Kristen Kimmell, expressed excitement about the partnership, stating that it allows Four Pillars to grow while staying true to its values. Osaic's extensive resources, such as advanced technology, a broader selection of financial products, and dedicated back-office assistance, are intended to support Four Pillars as it continues to expand its client base and services.
Four Pillars works with families, individuals, and small businesses throughout Southwest Florida, providing guidance on investments, business succession planning, and retirement strategies. The firm emphasizes the importance of building lasting client relationships and offers investment management tailored to personal and business needs.
According to John T Evans, Four Pillars' mission is to help clients protect and grow their wealth with confidence, and Osaic's offerings will allow the firm to enhance its client service capabilities.
