Insights

Six Values That Helped Build a $1.25 Billion Advisory Firm (In Four Years)

In the News  |   August 14, 2019  |  
Russ Norwood

This week we are celebrating our fourth anniversary as an independent firm.    Six values, combined with our focus, faith and vision, have helped make Venturi one of the fastest growing independent private wealth management firms in the country. Trust– Personal character is our individual responsibility to our clients, our team members, and our firm.  Our […]

Venturi Named to 2019 Financial Times 300 Top Registered Investment Advisers

In the News  |   July 2, 2019  |  
Russ Norwood

June 27, 2019 – Venturi is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. It is the third consecutive year that Venturi has been included in the FT 300. RIA firms applied […]

ABJ Highlights Venturi Private Equity Strategy

In the News  |   June 21, 2019  |  
Chris Creed

The Austin Business Journal recently wrote about Venturi Wealth Management, homing in on how the Central Texas financial firm plans to raise $100M to invest in businesses.   Read Article The newspaper noted that Venturi, which was founded in 2015 by Russ Norwood and George Clark, has $1.2 billion in assets under management and “quietly raised […]