VisionQuest Announces New Investment Partnership with Lenger Asset Management
Raleigh, NC, April 02, 2009 --(PR.com)-- VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces its new investment partnership with Lenger Asset Management.
“Changes in the capital market environment prompted us to re-evaluate our investment platform. We found that Lenger Asset Management will provide a more flexible solution for our clients and allow us to accomplish (3) fundamental wants of our clients: 1.) better performance; 2.) lower cost; and 3.) enhanced tax management of non-qualified accounts” said Jessie Hrivnak, VisionQuest’s Director of Service. “My role and the role of the entire firm is to provide the best solutions and advice at the best value. We feel that Lenger can do just that for our client base.”
Keith Lenger, President and CEO of Lenger Asset Management, also expressed his outlook on the new relationship “…we (Lenger Asset Management) are excited to enter into a strategic partnership with VisionQuest. Lenger Asset Management is very impressed by VisionQuest’s front-office. They do an excellent job of bringing in new clients and then wrapping an experience around the services they provide to their clients. We haven’t really seen a system in the industry like theirs” said Keith Lenger. “Furthermore, we are very intrigued by VisionQuest’s ability to identify private equity and private debt opportunities. We believe this will be of significant interest to even our existing client base.”
Steve Peters, President and CEO of VisionQuest states that “Lenger Asset Management brings the ability to provide a completely independent investment management platform leveraging the benefits of many different broker/dealers and trust companies, allowing both VisionQuest and Lenger Asset Management to provide clients with highly tailored solutions while not being bound to a single product.”
About VisionQuest Wealth Management
At VisionQuest Wealth Management, our mission is to ensure that our clients achieve their lifetime and financial goals by making wise decisions around their wealth. VisionQuest continues to revolutionize wealth management by offering customized services designed to meet specific needs and priorities. Our specialists are committed to serving a limited number of wealthy individuals, families and businesses
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“Changes in the capital market environment prompted us to re-evaluate our investment platform. We found that Lenger Asset Management will provide a more flexible solution for our clients and allow us to accomplish (3) fundamental wants of our clients: 1.) better performance; 2.) lower cost; and 3.) enhanced tax management of non-qualified accounts” said Jessie Hrivnak, VisionQuest’s Director of Service. “My role and the role of the entire firm is to provide the best solutions and advice at the best value. We feel that Lenger can do just that for our client base.”
Keith Lenger, President and CEO of Lenger Asset Management, also expressed his outlook on the new relationship “…we (Lenger Asset Management) are excited to enter into a strategic partnership with VisionQuest. Lenger Asset Management is very impressed by VisionQuest’s front-office. They do an excellent job of bringing in new clients and then wrapping an experience around the services they provide to their clients. We haven’t really seen a system in the industry like theirs” said Keith Lenger. “Furthermore, we are very intrigued by VisionQuest’s ability to identify private equity and private debt opportunities. We believe this will be of significant interest to even our existing client base.”
Steve Peters, President and CEO of VisionQuest states that “Lenger Asset Management brings the ability to provide a completely independent investment management platform leveraging the benefits of many different broker/dealers and trust companies, allowing both VisionQuest and Lenger Asset Management to provide clients with highly tailored solutions while not being bound to a single product.”
About VisionQuest Wealth Management
At VisionQuest Wealth Management, our mission is to ensure that our clients achieve their lifetime and financial goals by making wise decisions around their wealth. VisionQuest continues to revolutionize wealth management by offering customized services designed to meet specific needs and priorities. Our specialists are committed to serving a limited number of wealthy individuals, families and businesses
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Contact
VisionQuest Wealth Management
Jessie Hrivnak
919.433.3560
www.vqwealth.com
Jessie Hrivnak
919.433.3560
www.vqwealth.com
Contact
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