Honored to see our CEO, Elliot Dornbusch, featured in #Barron's, sharing insights on CV Advisors’ approach to #ETFs. With a focus on transparency, efficiency, and value, Elliot highlights why our firm has chosen #ETFs over #MutualFunds #InvestmentStrategies #Leadership #ClientFocused
CV Advisors LLC
金融服务
Aventura，FL 1,275 位关注者
A boutique family office with the capabilities of an asset manager and deep institutional relationships.
关于我们
With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.
- 网站
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https://www.cv-advisors.com/
CV Advisors LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Aventura，FL
- 类型
- 私人持股
- 创立
- 2009
地点
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主要
获取路线
19495 Biscayne Boulevard
PH1
US，FL，Aventura，33154
CV Advisors LLC员工
动态
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We are thrilled to announce that CV Advisors LLC has been ranked #25 by Forbes' Top RIA Firms for 2024 in the country and #1 in the state of Florida!* Grateful to our team and clients for making this achievement possible!?? *Determined as per principal place of business #ForbesRIA #WealthManagement #RIA #TopRIA #FamilyOffice #Florida
Forbes Top RIA Firms 2024 List - Registered Investment Advisors
social-www.forbes.com
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Miami's appeal to the ultra-wealthy is driving rapid growth in the wealth management sector. CV Advisors, managing $13 billion in assets, is seeing a rise in affluent U.S. clients alongside Latin American families who have moved to the U.S. and are seeking a single-family office model to oversee their wealth. #WealthManagement #Miami #FinancialServices"
Miami Wealth Boom Fuels $13 Billion Firm Serving the Ultra Rich
bloomberg.com
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Privileged to be part of the CEO Summit hosted by Constellation Wealth Capital. A fantastic opportunity to connect, learn, and grow with some of the brightest minds in the industry. Looking forward to the impactful conversations and collaborations ahead!
Wrapping up our inaugural CEO Summit feeling energized and inspired. We spent the last few days with the CEOs of our partner firms, where we discussed the important topics driving our industry forward, shared valuable insights, and explored innovative strategies to stay ahead in a rapidly evolving market. The collaboration, openness, and shared vision among us was truly remarkable. Beyond the strategic discussions, we bonded over our shared commitment to excellence, leadership, and creating lasting value for clients and communities. Excited to take these learnings and collective momentum into the next chapter of growth and success. Here’s to continued partnership and impact! Dick Pfister, CAIA — AlphaCore Wealth Advisory Michael Tiedemann — AlTi Tiedemann Global Britt Campbell — Avior Wealth Management, LLC Elliot Dornbusch — CV Advisors LLC Jason Ozur — Lido Advisors, LLC Arthur Ambarik, CFP? — Perigon Wealth Management, LLC Doug John — Requisite Capital Management Karl Heckenberg, Lisa Crafford, Pat McHugh
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Welcome aboard, Gabriel Simkin, CFA, CAIA!! We look forward to achieving great things together. ?? #Welcome #NewHire #TeamGrowth #PortfolioManagement
Constellation-backed CV hires portfolio manager from nonprofit
citywire.com
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We are thrilled to announce that CV Advisors has been ranked #66 in the Barron's Top 100 RIA Firms in the country and #1 in the state of Florida*! ?? This recognition is a testament to our unwavering commitment to providing exceptional service and personalized financial solutions to our clients. We are grateful for the trust our clients place in us and for the dedication of our talented team who make achievements like this possible. *Determined as per principal place of business #CVAdvisors #Barrons #RIA #FamilyOffice #FinancialPlanning #WealthManagement #Top100 #Florida
2024 Top 100 RIA Firms
barrons.com
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Proud to share that CV Advisors was honored to attend the #WealthManagement Gala as a finalist for the #Wealthies Family Offices Client Initiative award! ?? We are incredibly grateful to have been selected among such outstanding professionals in the industry. This is a testament to the hard work and dedication of our amazing team, who have built an exceptional platform for our clients. We couldn’t be prouder of how far we’ve come! #ClientSuccess #Teamwork #Gratitude #FamilyOffice
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Proud to see our CEO, Elliot Dornbusch, featured in?WealthManagement.com! Elliot discusses the recent market correction and why CV Advisors LLC views it as a strategic buying opportunity, especially in AI and tech. Check out his insights here:
Financial advisors view the market correction as a normal course of events and a good buying opportunity. “Market volatility is my best friend,” one advisor said.
Advisors Tell Clients to ‘Buy the Dip’
wealthmanagement.com
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Proud to have been named a finalist in the Family Office category for the CV Client App.
A BIG congratulations to our partner firms that have been named finalists in this years WealthManagement.com Industry Awards. ?? Arthur Ambarik, CFP? at Perigon Wealth Management, LLC for CEO and M&A Leader of the Year ?? Johann Lee, CFA at AlphaCore Wealth Advisory for Thought Leader of the Year ?? The entire team at CV Advisors LLC for Family Offices Client Initiative Your dedication to excellence and building the future our industry is inspiring. A heartfelt thank you to the #WEALTHIES judges for this honor. https://lnkd.in/dgJMPx_m
Finalists of the 2024 Wealth Management Industry Awards
informaconnect.com