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News Release |
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Christy Adams
Marketing Administrator |
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| For Immediate Release - January 12, 2010 |
Phone: |
815.625.7706
cadams@lcvcpa.com
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LCV Wealth Management, Ltd. Joins Bright Sky Group
National alliance of investment advisors welcomes Illinois firm
LCV Wealth Management, Ltd. is a member of Bright Sky Group, an innovative alliance of independent investment advisors. The alliance was formed based on a mutual commitment to protecting client interests, and a fresh approach to investment and wealth management.
Bright Sky Group was created as a forum for investment advisors committed to putting client interests first. To be invited for membership, firms must meet Bright Sky’s high standards, including an unsurpassed commitment to regulatory compliance and fiduciary responsibility. All members are subject to independent compliance review and must have in place a comprehensive code of ethics supported by ongoing training and education.
“Decades of historical data – and the turbulent markets of the past 18 months – prove how difficult it is to predict the movement of stock prices. Still Wall Street continues to promote stock picking and market timing as preferred investment strategies,” says Scot Roche, Executive Officer at LCV. “We feel strongly that allocating money to a range of asset classes is a far better alternative for the investor. We’re proud to be part of Bright Sky Group, a leading voice for asset class investing,” Roche says.
Bright Sky Group is a national alliance of independent SEC-registered investment advisors who provide wealth planning and fee-only investment advisory services to individual and institutional clients. The group’s 21 member firms, with a combined $4.1 billion under advisement as of September 30, 2009, share a strong commitment to ethical conduct and an investment philosophy that focuses on disciplined asset allocation and long-term financial planning.
“We see a quiet revolution underway today, where investors are looking for more than the traditional Wall Street model was designed to deliver,” says Rodney Van Loon Chief Operating Officer of Bright Sky and principal of AVL Wealthcare of Gulfport, MS, “Our members are committed to meeting these rising client expectations – for more useful information, stronger planning, and more respect. That’s what Bright Sky Group is all about.”
About LCV Wealth Management, Ltd.:
LCV Wealth Management was founded in 1996 by Lindgren, Callihan, Van Osdol & Co. Ltd. a leading CPA and consulting firm in Illinois. We serve clients principally in the Midwest, focusing on the unique needs of high net worth individuals. Offering an advisor relationship built on personal trust and company-wide integrity, LCV serves as a fee-based registered investment advisor to individuals, families, corporations, qualified retirement plans, partnerships, and not-for-profits. For more information, visit either www.lcvwm.com or www.lcvcpa.com.
Contact:
Scot Roche, J.D., CPA, PFS, Executive Officer 815.399.7700 sroche@lcvwm.com
About Bright Sky Group Visit Bright Sky at www.BrightSkyGroup.com.
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