Ex-Merrill Team Launches $1.1 Billion RIA with "Fun, Flexible, Casual" Culture

  • |
  • 08 mins 15 secs
Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what it was like going independent, plans for 2022, and how the $1.1 billion RIA is working with Dynasty and Fidelity.
Channel: RIA TV
Show More

Thrivent Asset Management

Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
Read more