Allium Financial Advisors Expands Reach by Acquiring Irvington

Allium Financial Advisors Expands Its Portfolio

Allium Financial Advisors, LLC has made a significant move in the investment advisory landscape by acquiring the assets of Irvington Capital, LLC. This strategically bold decision allows Allium to enhance its service offerings to clients while maintaining a commitment to personalized financial management.

The History of Irvington Capital

Irvington Capital has been a notable player in the advisory space for over 15 years under the leadership of Michael (Mick) Elfers. The firm has built a reputation around a client-focused and employee-owned model. With the acquisition, Allium's total assets under management have now surpassed $650 million, which includes an additional $50 million catered to niche fund-of-funds investment strategies.

Emphasis on Client-Centric Approach

Following the acquisition, Scott Thompson, Allium's principal and Chief Investment Officer, expressed his excitement about continuing Mick's legacy in client service. "It is an honor to be selected as Mick's succession plan to continue his thoughtful client service and enthusiastic approach to managing the Irvington Capital Fund," he stated. This sentiment emphasizes Allium's dedication to their client's financial journeys.

Bringing Expertise to the Forefront

The Irvington Capital Master Fund, LLC is especially noteworthy due to its diversified focus on alternative credit strategies. Allium's unique position in the market is attributed to its family office approach to client management, combined with deep expertise in managing alternative investments.

Building Strong Financial Relationships

With a team comprising four financial advisors and a dedicated staff of ten, Allium serves high-net-worth families along with endowments and foundations. Their commitment to comprehensive financial planning spans aspects such as estate planning, tax strategy, and succession planning, tailored toward the unique needs of multigenerational families and business owners.

Investing for the Future

As the acquisition process unfolds, Sheree Arntson, CEO of Allium, highlighted the importance of aligning values with their new clients. She stated, "It has been a joy getting to know Mick, finding a colleague who shares our values of investing in the client by listening and seeking client-specific solutions." This partnership seeks to develop portfolios aiming to outperform benchmarks while managing lower volatility.

Welcoming New Clients

Allium eagerly welcomes clients from Irvington Capital into their family, expressing excitement for what lies ahead. Scott Thompson, in particular, looks forward to leveraging the success already achieved with the Irvington Capital Fund to create a lasting impact on their shared clients.

About Allium Financial Advisors

Allium Financial Advisors is a women and minority-owned firm that prides itself on providing holistic financial solutions. Since its founding in 2016, Allium has championed a collaborative and caring approach, ensuring each client receives comprehensive support throughout their financial journey. Their extensive services include investment, legal, tax, and risk management, reflecting a true commitment to what they refer to as financial LIFE management.

Frequently Asked Questions

What is the recent acquisition by Allium Financial Advisors?

Allium Financial Advisors has acquired the assets of Irvington Capital, enhancing its investment advisory services.

How will this acquisition impact Allium's clients?

The acquisition will expand Allium's capabilities and resources, providing a broader array of financial services to existing and new clients.

Who was the principal of Irvington Capital?

Michael (Mick) Elfers was the principal owner of Irvington Capital prior to its acquisition by Allium Financial Advisors.

What kind of investment strategies does Allium focus on?

Allium employs a wide range of strategies including alternative investments and niche fund-of-funds, catering to diverse financial goals.

Is Allium Financial Advisors women-owned?

Yes, Allium is a women and minority-owned investment advisory firm committed to serving a diverse clientele.

About The Author

My name is Dylan Bailey, and I am 28 years old. I am an author and an expert on the stock market who specializes in publicly traded companies. Early fascination with the stock market inspired me to seek a finance degree and then delve deeply into the world of stocks. I have developed over the years my abilities to spot investment prospects, assess business performance, and analyze market trends.

My books and articles try to help regular investors understand the nuances of the stock market. Anyone can, in my opinion, make wise investment choices and succeed financially if they have the correct information and resources. In my writing, I combine in-depth research with practical insights and advice that can be put into action. This is done with the intention of assisting readers in navigating the constantly shifting landscape of publicly traded companies.

In addition to writing, I also host webinars and workshops, where I give presentations and share my knowledge with a wider audience. I also write for top financial journals and show up as a guest analyst on financial news shows. I like to travel, spend time with my family, and keep active by playing different sports when I'm not buried in market research.

My goal is to enable people to choose wisely and consciously in their investments, so taking charge of their financial futures. By my work, I hope to create a community of informed and self-assured investors prepared to take advantage of the chances presented by the stock market.

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