PHILADELPHIA, PA, March 06, 2013 (Press-News.org) During the weekend of February 23, 2013, Bill Casey, Managing Member of Locust Capital, volunteered his time to present to over 40 Residents from across the country at the Annual Convention of the National Hispanic Medical Association. The presentation focused on Investments and Wealth Management for young physicians.
Locust Capital is an independent financial advisory firm based in Philadelphia. The firm works with families including many physicians families, small businesses, endowments and foundations. The firm is a member of the MD Preferred Financial Advisor Network. The MD Preferred Financial Advisor Network is a national directory of financial planners who are uniquely qualified to work with medical facilities, practice groups and physicians. The MD Preferred Medallion is a guarantee of excellence in providing financial advice to the medical community.
As fiduciaries that have expressed an interest in serving the Healthcare industry, Locust Capital is proud to display the MD Preferred Medallion and proud of the recent acknowledgement from Medical Economics Magazine.
About Locust Capital:
Locust Capital Management provides customized investment advisory solutions to individuals, families and corporations. The Partners at Locust Capital Management are able to eliminate the complexities of managing wealth for their clients. Locust Capital will work with each client to develop a tailored investment policy to address client specific needs and requirements.
Locust Capital clients' portfolios are customized in a tax efficient manner using multiple asset classes and a "best of the breed" manager selection. Our open architecture platform allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, asset protection, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire investment portfolio in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors. Please visit www.locustcap.com.
Locust Capital Presents to the National Hispanic Medical Association Council of Residents
Locust Capital was invited to speak at the Annual Convention of National Hispanic Medical Association. The Convention was held at Drexel University.
2013-03-06
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[Press-News.org] Locust Capital Presents to the National Hispanic Medical Association Council of ResidentsLocust Capital was invited to speak at the Annual Convention of National Hispanic Medical Association. The Convention was held at Drexel University.