Azimuth Capital Management

Azimuth ended an exciting 2024 with continued momentum towards our ongoing focus: to operate and grow the firm, using our collective industry experience, in a manner that best serves clients. Looking towards 2025, we thought it important to provide an update with highlights from the past year. ???????? ?????????????? ????????????????????: ?? Celebrated our firm’s 20th anniversary. Thank you to our clients for making twenty years possible along with your continued trust and support! ?? Welcomed two team members in 2024 – Majesta Calderwood and Andrew Ralph – who work within our operations and trading teams. This brings our total number of team members to twenty-four individuals focused solely on providing investment management, financial advice, and related operations. We’re looking to add to the team in 2025, so feel free to introduce us to talented and dedicated professionals. ?? Continued our firm’s growth, adding client relationships and finishing the year with nearly $3.9 billion in assets under management. Of note, our team’s level of experience, dedication to working as a collective unit, emphasis on transparency, and capability to address complex personal financial issues made a difference for existing and new clients in 2024. Some of the common issues we addressed for clients during the year were: (1) how to approach selling your business or a liquidity event from a personal financial perspective; (2) estate planning techniques in light of the current law and potential?changes; (3) generating tax-efficient income; (4) when/if Roth conversions make sense; and (5) how to simplify your overall financial situation. ?? Launched a new look website (link below), which emphasizes the firm’s approach and advantages. ?? Continued with a robust intern program, welcoming talented and hard-working students to our firm. We’re proud that many of these students will be furthering their careers at well-known financial services firms. Jacob Myszenski, Allison Nowacki, Massimo Scaccia, AJ Shoker, and Grant Jefferies – we’re all excited for your futures ?? Collaborated frequently with outside advisors, bucking the industry trend towards a one-stop-shop mentality. We believe that using specialized outside advisors in fields such as tax, law, and investment banking is more beneficial to clients – especially those with complex needs. Please follow our company page for further updates and content. Wishing all a Happy New Year and great start to 2025.?