Chesme Capital Management Joins AssuredPartners Investment Advisors
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider of fiduciary services to retirement plans and families in their region.
Stephen Erb, one of Chesme’s principal’s states, “Chesme has always maintained the highest standard of care to our clients’ best interests and, therefore, lessening our service model was never a consideration. As a successful organization, we must continually confront and adapt to the growing demands of its administrative operations, such as human resources, information technology, finance, customer service, sales, facilities management, and compliance with federal and state laws/regulations all of which compete directly with serving our core mission. For these reasons, we are excited to join the AssuredPartners Investment Advisors team thereby ensuring the continuation of our firm and allowing us to solely focus on serving clients.”
The Chesme Capital Management Team matches our holistic approach to wealth management. Their process includes the oversight and stewardship of all elements of financial life. Erb adds, “In addition, this decision will provide the required resources and align our operations ahead of future growth with the demands of our highly regulated and technology driven financial services industry.”
Justin Callaham, AssuredPartners Investment Advisors President, stated, “Chesme joining APIA will not only assist in growing the Midwest region but support our team’s client-centric approach to financial services. We are excited to have the Chesme Capital Management Team join APIA.”
Wise Rhino managing partner Peter Campagna adds, “Doug and Steve have always focused on providing amazing service to their clients and partnering with AssuredPartners Investment Advisors will allow them to take that commitment to another level. APIA has been steadily building an impressive platform and the addition of the Chesme team makes them even stronger going forward."
ABOUT APIA | Based in Tampa, Florida, APIA, an S.E.C. registered investment advisor, is the investment advisory affiliate of AssuredPartners, the 11th largest broker in the United States. Our goal is to bring national resources to local relationships. We are enthusiastic about helping clients to avoid the hype, high fees, and hidden agendas that can undermine investors' results over time. Our national team of dedicated, experienced investment professionals support your local advisor and are passionate about helping advisors achieve their goals. Through listening, problem solving and collaboration, together we find solutions to fulfill your specific needs – now and for the future. It’s what we call Power through Partnership. For questions or more information, email PressRelease@apadvisors.com.
ABOUT WISE RHINO | Wise Rhino Group provides M&A Advisory Services for Wealth, Retirement Advisors and Third-Party Administration firms. Our team brings extensive industry experience to deliver unbiased counsel and guidance to every engagement. Providing an array of services, we leverage an extensive network of industry relationships and strong processes to offer valuable go-forward strategies for our clients. For more information, please visit www.wiserhinogroup.com.
Related articles
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Iron Capital Advisors, Inc. Founded in 2003, Iron Capital is based in Atlanta and serves individuals...