The Establishment of Fortress Investment Group, its Success and the Acquisition

Whether an individual is a novice investor or an emerging investor, it can be difficult to create a viable investment strategy alongside overseeing investment; particularly as the portfolio becomes more diverse. For that reason, many investors seek investment advice from a third party. While not all investment advisors are equal, it is clear that when it comes to guiding clients through their unique financial expertise, they offer excellent services. As illustrated by Fortress Investment Group, a sound investment advisor must possess vast experience in the relevant field.

The Establishment of Fortress Investment Group

Fortress Investment Group was formed in 1998 with the conjoined efforts of like-minded individuals. The leading, highly diversified international investment manager is in charge of approximately $36.1 billion assets. Over and above, the company manages assets for more than 1,700 institutional and private investors globally across different sectors including credit, real estate, permanent capital investment strategies as well as private equity.

 Values and Ethics

The productivity of Fortress Investment Group is highly appended to a strong ethical culture. As such, the company has always been able to safeguard client’s assets. Alongside employees who abide by these ethics, Fortress has succeeded in protecting clients’ assets as employees have generally avoided corrupting assets by ensuring that they observe integrity. Because of their shared values, the company strives to generate low-risk investment strategies for increased returns for investors. Consequently, in late 2017, the company had about 969 asset management workers, including 200 investment experts, at the central office in New York City.

Working at Fortress Investment Group

Without a doubt, a healthy workplace is a recipe for success as it could lead to the increase in sales. Alongside a peaceful environment that improves productivity, Fortress Investment Group is recognized as an equal employer that has mastered the art of creating a value-adding environment for its people. Over the years, the company has nurtured its employees to deliver impeccable results.

Softbank Group Finalizes the Acquisition Deal

First announced in late 2017, Japanese’ Softbank Group finalized its acquisition deal of Fortress Investment Group. With underway plans to expand its asset portfolio, the management decided to poach Fortress Investment Group for one major reason; there is an incoming technology project that must be controlled by experts. In the transaction, all factors including the business model, the team leaders, project managers and impending transactions remain constant.

More into the Acquisition

Softbank agreed to acquire Fortress for $3.3 billion. From then, the top executives have discussed multiple investments linked to the financial sector including the acquisition of major corporations in private equity-like KKR & Co.

The Outline

Perhaps the acquisition of Fortress Investment Group by Softbank will grow the company as initially, the firm managed various companies including Canadian Ski Resort, one of America’s leading ski resort operator. In 2006, the company transacted with RailAmerica. While their changes in leadership structure, it is clear that Fortress will continue to register excellent performance in time. To maintain the performance standards , the company’s co-principals have been retained.

Richard Dwayne Blair Provides Financial Planning Expertise

Richard Dwayne Blair of Wealth Solutions has been helping his clients develop long-term financial plans that cover all of life’s contingencies. He specializes in retirement planning and wealth management in the greater Austin, Tx. area where he’s been located since 1994. He has developed a great deal of expertise over the years and his credentials are impeccable. His experience and outstanding service highly recommend him to new clients.

At Wealth Solutions Blair has developed an incisive method that puts a strong foundation in place for his clients. He develops comprehensive financial plans as he works closely with the client and their particular situation. His approach is called the Three Pillars and it covers key concepts for investing and preparing for retirement.

Richard Dwayne Blair has become adept at helping his clients determine their financial roadmap. This important First Pillar entails ascertaining a client’s risk tolerance and their primary goals. He also takes into consideration their strengths and identifies opportunities for growth. Furthermore, a lasting relationship is built during this phase.

Long-term investing is an important piece of the puzzle and this makes up the Second Pillar. This customized plan is married with the customer’s personal goals and liquidity needs. Blair has seen many market cycles and knows when to hold ’em and when to fold ’em so to speak. He is able to help the client maximize their market gains when conditions are good. He is also able to quickly adjust their portfolio when the market trends are negative. His active management can help clients fulfill their goals more quickly.

Careful monitoring of his client’s financial plans comprises the Third Pillar. Performance is routinely tracked after the plans are put in place and logical comparisons are made. This may include client expectations, investment models, and historical data as well.

Richard Dwayne Blair has found inspiration in serving individuals, small business owners, and families. He founded Wealth Solutions with this in mind and seeks to make a positive impact in their lives.

Another strong influence on Blair has been the teachers in his family. Following in their footsteps, his desire to teach happens in the financial world.

 

AvaTrade Review: Analysis of this Forex Broker

AvaTrade is a multi-national online trading company with a monthly trading volume of over $60 billion (USD). Experienced and novice traders alike will find its wide range of platforms and services accessible and adaptable.

 

Created by financial professionals and web-commerce experts, AvaTrade is committed to presenting an environment that allows retail traders to invest with confidence, and to providing quality personal service with integrity.

 

Headquartered in Dublin, Ireland, it has over 200,000 registered users worldwide with man AvaTrade customer reviews. AvaTrade also has offices in Paris, Dublin, Milan, Tokyo and Sydney.

 

Overseen by some of the main regulatory bodies of the European Union and registered with the Spanish CNMV, AvaTrade is a legitimate company based on this AvaTrade review, not a fraudulent site or scam. With commission-free trades and highly competitive spreads, the company is favored by traders.

 

The broker does not charge a commission but earns money by imposing a small difference between the buy and sell price of the CFD. The spreads are constant over time but are dependent on the trading platform that is used as well as market conditions.

 

Another positive feature is leverage. AvaTrade allow the opportunity to leverage up to 400 times the money invested with a low minimum investment. Be aware that using leverage involves high risks and can result in the entire loss of capital.

 

Current events can, to some extent, influence the price of the markets and assets. In order to gain more experience with the fluctuations and how the platform itself operates, a free demo account using virtual currency is available.

 

Having a physical location, along with adherence to stringent regulations, adds to AvaTrade’s legitimacy and inspires confidence. In addition to MetaTrader 4, it has its own OTC trading platform, AvaOptions. Both are mobile friendly. These are just a few of the reasons why AvaTrade has earned a 5-Star rating.

 

AvaTrade EU LTD is compliant with the Markets in Financial Investments Directive (MFID).

Why Financial Advisors Should Speak on Social Security

Financial advisors ought to speak to their clients about Social Security. Apparently, a good number of them do not. It is a delicate and fragile issue that needs to be addressed early enough. That begs the question, “Why are they not more forthcoming about it?”

In an interview with WSJ Wealth Advisor, the President of Nationwide Financial Distributors, Dr. David Giertz, expounded the matter through a survey his company conducted through the Nationwide Financial Retirement Institute. The reports were staggering. The survey which targeted consumers who’ve retired indicated that advisors never talked about the critical issues on Social Security. From his professional perspective, it is important for financial counsellors to shed the light on the issue. Further, the survey revealed that four out of five individuals in the sample population were inclined to change their advisors, if they failed to speak openly about Social Security.

According to Mr. David Giertz, advisors must show an interest in the matter, because people hire them for such reasons. Being part of the client’s retirement planning process, it is only noble that they advise them on it. Social Security benefit takes up to forty percent of the total retirement benefits. That’s a huge part.

Mr. Giertz further reported that those who turn on their social security accounts too early are at a high susceptibility level to lose an amount exceeding $ 300,000 over a quarter century on Twitter. Hence, in order for consumers to optimize on their retirement income, advisors should give Social Security a priority.

About David Giertz

Giertz is the President of Nationwide Financial Distributors at Nationwide Financial. Since 3 April, 2013, he has served as the Senior Deputy President of the Sales and Distribution Department at Nationwide Financial Life Insurance Company. In addition, in March the same year, he was appointed the president, Senior Deputy President, and Director of several other Nationwide Financial groups of companies.

In 2009, he was appointed the Senior Vice President at the Sales department at FI/WH, and he served for four years. From 2004-09, Mr. Giertz was the Vice President- Nationwide Financial Sales (Bank Services). He is a broker registered by the Financial Industry Regulation Authority (FINRA), and has never reported any disclosure situations on About.me.

Learn more about David Giertz: https://www.linkedin.com/in/david-giertz-5aa76051

David Giertz: Financial Advisor Equipping Businesses For Success

David Giertz is one of the top business leaders located in Columbus, Ohio. With 29 years of experience and working with 8 different firms, he is certainly equipped with invaluable experience. He attended Millikin University to obtain his Bachelor’s degree in Business Administration and Management on Facebook. He also attended the University of Miami – School of Business to obtain his MBA in Business Administration and Management. Additionally, he has passed 4 different exams adding to his list accomplishments including: State Security Law Exam, General Industry and Products Exam, and two sections of the Principal/Advisory Exam, which include municipal securities and general securities. Certainly, David Giertz’s contributions in the finance industry has not gone unnoticed. He has worked hard to build a credible name for himself and help those around him.

Currently, David is the President of Nationwide Financial’s sales and distribution organization, which is NFS Distribution Inc. Nationwide is a leading provider for retirement plans in the U.S. What Giertz does with this organization is create wholesale strategies and distribute the private sector retirement plans, annuities, life insurance, mutual funds through banks, specialty markets, independent broker/deals, regional firms, and warehouse. David Giertz is very passionate about helping others become financially stable on Finra. In fact, he has used different platforms to share relevant information with individuals about their finances. In an article with the Wall Street Journal, Giertz encourages other advisors to talk about social security with their clients.

Indeed, David Giertz’s financial knowledge has effectively been put to use. He has put a lot of time into helping other businesses and organizations not only remain organized, but help them keep their finances in check at http://www.wsj.com/video/speak-to-your-clients-about-social-security/8B2F5FA4-B0E8-4D71-A1E3-D29AA2711CC5.html. What makes him so successful is his passion and drive to provide people with the best advice to set them on the right track financially. It is without a doubt that Giertz is helping businesses thrive in order for them to reach their full potential.