0122_Finance Digital Edition - Page 7

SPECIAL PROMOTIONAL SECTION

Pacific Investment Consultants and Genovese Burford & Brothers Are Now CAPTRUST Financial Advisors

SHUTTERSTOCK ILLUSTRATION
Pictured ( L-R ) Folsom : Scott Gordon , Christeen Reeg , and Bill Altavilla

In early 2021 , CAPTRUST Financial Advisors bolstered its presence in Northern California with the additions of two long-standing investment advisory firms in the Sacramento Valley area : Genovese Burford & Brothers ( GBB ), located in Sacramento and Roseville , and Pacific Investment Consultants ( PIC ), located in Folsom . Collectively , GBB and PIC added 22 advisors to CAPTRUST ’ s roster with deep and diverse skill sets in the wealth management and retirement planning space . Founded in 1987 and 1992 , respectively , they are known for building long-term relationships with their clients , including individuals , families , corporations , and nonprofits , by helping to navigate their financial pictures holistically . Joining CAPTRUST allows the firms to continue to serve their clients with access to centralized resources and a deep bench of colleagues . “ At Pacific Investment

Consultants , we worked hard to provide the opportunities for our clients through detailed research and innovative planning ,” said Christeen Reeg , principal of the now-CAPTRUST office in Folsom . “ The partnership with CAPTRUST has allowed us to leverage their vast resources to strengthen our client outcomes and grow our team .” Founded in 1997 , Raleigh , North Carolinabased CAPTRUST provides investment advisory and asset management services to affluent private clients and institutional investors , such as retirement plan fiduciaries , endowments , foundations , and religious entities . The CAPTRUST mission is to enrich the lives of our clients , colleagues , and communities that we serve through sound financial advice , integrity , and a commitment to service beyond expectation . Kelly Brothers , principal of the now- CAPTRUST office in Sacramento , added , “ The CAPTRUST mission mirrors the GBB
Pictured ( L-R ) Sacramento : Rob Cook , Sonja Rath , and Kelly Brothers
“ The partnership with CAPTRUST has allowed us to leverage their vast resources to strengthen our client outcomes and grow our team .”
— Christeen Reeg Principal , CAPTRUST Folsom Office
mission that we have followed for the last 30 years . We look forward to joining forces with our colleagues in Folsom to provide planning and peace of mind for our clients and their financial futures .” captrust . com / sacramento 740 University Avenue Sacramento , CA 95825 916.924.7527 captrust . com / roseville 1410 Rocky Ridge Drive # 150 Roseville , CA 95661 916.924.7527 captrust . com / folsom 1130 Iron Point Road # 100 Folsom , CA 95630 916.932.0150
Legal notice This document is a paid advertisement and is intended to be informational only . CAPTRUST does not render legal , accounting , or tax advice . Please consult the appropriate legal , accounting , or tax advisor if you require such advice . The opinions expressed in this report are subject to change without notice . This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy . The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete .
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