Recent Merger Expansion The company's recent merger with Coldstream Capital Management enhances its market reach and client base, presenting opportunities to cross-sell financial services and expand existing client relationships.

Engagement in Philanthropy Participation in events like Invest in Women and partnerships with foundations highlight a strong commitment to community involvement, offering avenues for collaboration on charitable investment products and socially responsible asset management.

Recognition & Awards Being ranked #16 among large companies and receiving awards like Most Inspirational indicates a reputable brand, which can be leveraged to attract high-net-worth clients seeking trusted and recognized financial service providers.

Active Asset Investment The firm’s recent investments in real estate and assets such as Urban Edge Properties, Brandywine Realty Trust, and Stagwell suggest a potential interest in expanding their alternative assets portfolio, creating an opportunity to promote specialized investment solutions.

Technological Tools Utilization of advanced digital tools like LinkedIn Ads and insights, along with supporting technologies like Mercer and Microsoft, points to a tech-savvy environment ripe for promoting innovative financial planning and wealth management solutions tailored to their data-driven approach.