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Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
Guardian Solutions is a Clearwater, FL-based company in the Financial Services sector.
Institutional Risk Analytics a unit of Lord, Whalen is a Torrance, CA-based company in the Financial Services sector.
Americas Premier Provider of Physical Precious Metals. All Retweets & Links Are Neither Endorsements Nor Investment Advice.
The Municipal Employees` Retirement System (MERS) of Michigan is an independent, professional retirement services company that was created to administer the retirement plans for Michigan municipalities on a not-for-profit basis. The team at MERS is made up of top industry experts who use fiscal best practices to give members peace of mind and security in their retirement. MERS listens and works in partnership with our members to deliver a superior value that meets our members` needs. We proudly serve more than 100,000 participants, including local firefighters, nurses, and the men and women who plow our roads and keep our communities safe.