Venturi was recognized by Financial Times as a 2020 FT 300 Top Independent Advisory Firm on July 31st. This is the fourth year in a row that our firm has been recognized.
Five years ago, we founded Venturi with a vision for establishing an independent private wealth advisory firm with client alignment that did not exist in the private bank and brokerage world. Over three decades, we had observed an industry evolving to be dominated by bank-owned brokerages with a long traditions of selling products to customers.
There are a number of economic data points and trends that likely indicate a profit cycle recovery in 2021 and 2022. This is important as changes in profits drive changes in market levels