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BroadStreet Capital Advisors has Merged with FinTrust Investment Advisors to Become FinTrust Capital Advisors
A Note to Our Clients:
“Our management teams have had a strong relationship both personally and professionally for many decades. Our firms have regularly shared ideas, and we’ve frequently referred to each other as sister companies. This merger is a natural fit, and as a result the combined firm will have greater resources to better serve you. Now that the merger is complete, our combined firm will be responsible advising clients on over $1.2 billion on a fiduciary basis and over $1.6 billion in total assets.”
– Pat Sheridan, CEO, Managing Partner, BroadStreet FinTrust Capital Advisors
The firm brings together financial professionals with the same mission:
“To Deliver Financial Peace of Mind with Unequaled Confidence and Conviction.”
This merger of equals has been considered and discussed extensively among shareholders of both firms and meets the four guiding criteria established by both. The merger must serve to benefit the interests of our clients, our employees, our advisors, and our shareholders over the long-term.
The combination adds depth and expertise to our skilled positions and our entire organization has expanded to include 18 advisors, 4 partners, and 10 support staff.