The wealth team starts Krm Investment Counsel

A team of experienced financial advisors who had over 350 million US dollars launched customer assets launched Krm Investment Counsel, a boutique asset management company that is organized with Arkadios Capital.

The newly founded Krm Investment Counsel was founded by the veterans of the industry, Jim Rapp, Justin Klestinski, June Dinardo and Alex Marmitt. After its departure from Wintrust Wealth Management, a Department of Wintrust Bank, the company goes to Arkadios.

The decision of Krm to match Arkadios Capital reflects a broader trend at Elite financial advisors who strive for more autonomy and personalized customer service models. The step enables Krm to work independently and at the same time use the infrastructure, compliance resources and the investment platform from Arkadios, a hybrid independent broker/retailer with over 13 billion US dollars.

“Our customers earn an experience of asset management that puts them in the first place-unit portfolios or scalability goals,” said Rapp, co-founder of Krm Investment Counsel. “Arkadios offered us independence, resources and support to deliver exactly that. It is a partner who shares our values ​​and believes in long -term, related success.”

Arkadios supports more than 250 financial advisors in 75 offices nationwide and in Puerto Rico. The company positions itself as a platform for entrepreneurial consultants who are looking for flexibility without affecting the service at a high level.

“Krm illustrates the caliber of companies in institutional quality that we are proud of,” said Paul Pilcher, director of strategic partnerships at Arkadios Capital. “Your transition underlines the value of our platform for elite consultants who are looking for freedom to adapt solutions and deepen relationships.”

The founding partners of Krm have a collective 70 -year experience and have backgrounds in institutions such as the JP Morgan Private Bank. The company will concentrate on the provision of comprehensive planning and investment management and at the same time maintain a high-ranking boutique culture.

The partnership reflects the continued growth of the independent consulting sector because experienced asset managers try to escape traditional company restrictions and to build tailor -made experiences for wealthy customers.

According to a report by Cerulli Associates, the independent consulting channel has recorded the greatest growth of the consultant in the previous year in the past five to ten years. The report emphasizes that many renegade consultants cite greater flexibility and improved customer service as the main motivation for abandoned traditional companies.