Meeting

Siebert Financial and Palladiem launch Siebert Investment Advisors

Siebert Financial has formed Siebert Investment Advisors (SIA) which, under a service arrangement with Palladiem, will provide an array of customised investment products and services to clients.

Suzanne Shank, acting CEO of Siebert Financial, says: "The introduction of an investment management division at our firm is a major step forward in our mission to build upon the stellar legacy of integrity and sound business practices established by our founder, Muriel "Mickie" Siebert. Over the years, many of our clients expressed a strong interest in an advisory option. As we considered ways to continue Mickie's legacy of innovation, while broadening our relationships and engaging more deeply with our clients, investment management was a clear area for expansion."
 
Palladiem, with USD838 million in client assets under management, was founded in 2011 by the former senior management team of Lockwood Advisors who have an average of 25 years' industry experience.
 
"We are honoured and delighted to be selected by the Siebert team as a partner, along with Brinker Capital, in the new formation of Siebert Investment Advisors. We are also excited to be part of extending the legacy that Muriel Siebert built and look forward to working together with our new partners and serving their clients as we take the entire partnership to the next level,” says Don Robinson, Palladiem CEO.
 
SIA will provide access to Brinker Capital's Destinations Mutual Fund Wrap Program, which offers asset allocation strategies targeting specific investment objectives. Brinker Capital is an investment management firm with USD16.6 billion in client assets under management. It has provided customised investment products and services to high net-worth individuals, employers, institutions and foundations for more than 27 years.
 
"My partners and I hold SIA's founders in very high regard, and have found them to be highly motivated, ethical and client-focused investment professionals. Our partnership reflects not only our respect for their franchise, but also an alignment with a firm whose culture and principles mirror that of our own,” says Noreen D Beaman, Brinker Capital CEO.

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