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How a Chicago RIA grew to more than $700 million by carving out a client niche of wirehouse execs

Two Salomon Brothers alums gained the trust of masters of the universe who have seen how the sausage is made yet still make rookie investing blunders

Author Lisa Shidler January 23, 2013 at 3:50 AM
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Maury Fertig: When it came to their personal investments, they were bad as everyone else.


Maria Marsala

Maria Marsala

January 24, 2013 — 12:23 PM

Excellent story on the importance of niching!



June 26, 2014 — 10:00 AM

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June 26, 2014 — 11:24 AM

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