Founder, Managing Director and Senior Client Advisor Gregg George shared insights with Financial Advisor Magazine’s Russ Alan Prince in light on the 10 year anniversary. The following is an excerpt from the article:
Russ Alan Prince: Crescent Grove Advisors recently celebrated 10 years of independence, during which the firm has grown threefold, recently surpassing $5 billion in AUM. What were the key drivers behind that growth?
Gregg George: The key drivers behind our growth have been our unwavering commitment to client relationships and a distinctive corporate culture that fosters innovation and collaboration.
On the client side, our integrated team of experts works with a low client-to-advisor ratio, allowing us to deliver highly personalized, white-glove service that meets the complexities of their wealth. We remain steadfast in our mission to serve as financial stewards, partnering closely with clients to guide informed decision-making and help them build and sustain their wealth and legacy. This dedication has earned us long-term trust and deep client relationships that continue to grow.
Read the full article here.