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Salient Financial Corp in Online Business Directory

Salient Wealth Management, LLC, formerly Salient Financial Corp. is one of the oldest privately held wealth management firms in the Bay Area. A 38-year veteran of the investment business, Salient founder Richard Stone established the company in Marin County in 1983. Chief Investment Officer Theo Gallier joined the firm in 1985. Since that time, Salient has assembled a core team of specialists in financial planning, client service, investment research and strategy. Weve also evolved and stress-tested a proprietary investment program based on academic research. In 1993, Salient converted to a fee-only compensation arrangement, eliminating any potential for conflicts of interest with clients. The following year, the firm became a member of the Charles Schwab Advisor Network, which pairs select investment advisors with Schwab clients who require premium wealth management services. In 1995, Salient moved exclusively to institutional investment strategies. In order to provide the highest levels of client service and investment expertise. in 2004 the firm re-engineered its operations, added an operations director and moved to expanded offices in San Rafael. In 2005, Salient was recognized as one of the 40 fastest growing firms on Schwabs roster of 5000 registered investment advisors. Salient currently has over $420 million in assets under management. We live in the era of the mythical global boutique. Mega-sized investment houses want a piece of your action. To get it, they promise you the vast resources of a global firm, together with the personal service of a local investment manager. The reality is, the big guys aren’t set up to deliver on that promise. Instead, they deliver conflicts of interest and a revolving door of mid-level investment managers. These managers are often several steps and a thousand miles removed from the real decision-makers on your account. Since 1983, Salient has built a sanctuary for affluent Northern California investors. Theyre folks with a minimum of $2 million to invest. They appreciate a high level of personal service, combined with institutional-grade investment research and strategies. At Salient, your unique situation is absorbed by every member of our team. Your investment strategy is crafted by an entire team of specialists. The crucial decisions are weighed carefully by seasoned veterans, including the firms principals. Together, we establish meaningful trust. Then you get to relax and enjoy the fruits of your wealth. Thats what the world needs now. Its what Salient is here to deliver.

Address: 750 Lindaro Street, Suite 130, San Rafael, CA 94901
Telephone: 415.526.2900
Website: http://www.salientfinancial.com/