“There is a certain sort of mystique around wealth management,” says Marc Mauer, a wealth management expert who specializes in the industry.
“There’s a very specific image, and there’s a specific sense of being the boss, that comes with it.
People want that, and they need it.
And that’s what makes it so appealing.”
Mauer says it’s not unusual for some of the top 100 companies in the U.S. to be owned by just one person.
“If you want to do it right, you need to be the person with the most resources,” he says.
“But at the same time, if you’re a company that wants to be very transparent about its wealth management strategies, it can be very hard to do.”
The difference between a CEO and a manager A few years ago, the company that Mauer and his partner, James, run, Kogal, was in a similar position to Kingsview.
They wanted to start a company with the aim of becoming a diversified wealth management company, with the goal of taking their business to the next level.
But the company was facing challenges with the financials of its business, and the CEO of the day had other priorities than the company’s financials.
“The CEO of Kingsview told us, ‘I want you to run the company as a private company, and I want you not to tell anyone who is not the CEO that you are running the company,’ ” Mauer recalls.
“He said, ‘If you don’t tell anyone, nobody will listen.’
He was very clear.
So we just went ahead and did it.
We had an idea of how to scale, how to grow, but we also were in a business that had a lot of growth potential. “
In the beginning, I think Richard was a little surprised by the size of the challenge that we were facing.
He was asking a lot, and we just kept coming back to his advice.” “
Then Richard came to us with the challenge of how do we do it, and what would we do to get the most value out of our company, because we had such a strong focus on the long term.
He was asking a lot, and we just kept coming back to his advice.”
Kogalia’s CEO, Richard Daugherty, was also a big fan of the Kingsview model.
“We were very pleased with Richard,” Mauer remembers.
“His vision and the vision of the Kogales team, as well as the direction of the team, really fit together very well.
But our clients also have a wide range of investment options.” “
It’s also important to understand that we’re a very diversified company, so we have very broad experience, we have a lot in common with other wealth management companies, and it’s very easy for us to bring in new clients.
But our clients also have a wide range of investment options.”
The Kingsview-Kogal partnership has been growing, and Kogalyx’s stock has risen by more than 500 percent since it first launched in 2015.
The company, which currently employs about 40 people, has also been able to increase its annual revenue by more then 100 percent in the last three years.
“Kingsview has been very successful,” says Mauer.
“I think that’s really reflected in the stock price.”
The Kogalians own an average of 5.5 percent of all the U