Venturi Private Wealth is an independent, fee-only private wealth management firm founded in Austin, TX, with offices in Oklahoma City, OK. Venturi Private Wealth understands that turning your money into wealth demands a different approach. More money brings more challenges. So, we bring more to the table than typical wealth managers, focusing on more than just typical investments.
Things that truly matter most, like philanthropy and estate planning. And strategies that build generational wealth. Lasting, sustainable wealth. Venturi welcomes Chris Schelling to the investment team as Director of Alternative Investments. Most firms focus solely on the investment management. We focus on managing the entire relationship and creating a strategic plan through the process that will impact that for many generations to come.
Things that truly matter most, like philanthropy and estate planning. And strategies that build generational wealth. Lasting, sustainable wealth. Venturi welcomes Chris Schelling to the investment team as Director of Alternative Investments. Most firms focus solely on the investment management. We focus on managing the entire relationship and creating a strategic plan through the process that will impact that for many generations to come.
Services
Venturi Private Wealth is an independent, fee-only wealth management firm founded in Austin, Texas, with offices in Oklahoma City, Oklahoma. We manage the complexities of your financial life so you can focus on the things that matter most to you. We help successful families plan around significant financial events.
Chris Schelling is the Director of Alternative Investments for Venturi Wealth Management. Chris is focused on sourcing, performing due diligence, and building portfolios of alternative investments for clients. As an institutional investor, Chris has invested roughly $5 billion and met with over 3,000 managers across hedge funds, real assets, private credit, and private equity in his career.
Are you a career investment professional with a track record of proven success? Join our team of industry veterans and put your expertise to work for our client base of successful entrepreneurs, corporate executives, business owners and their families.
Independent advisers have been closing in on traditional brokerages' supremacy since 2011, when they controlled about 36% of retail assets, compared with brokerages' nearly 64% share of the market, according to research firm Cerulli Associates.At the end of 2015, independent advisers oversaw nearly 41% of retail assets, while traditional firms' share slipped to about 59%.
Independent advisers have been closing in on traditional brokerages' supremacy since 2011, when they controlled about 36% of retail assets, compared with brokerages' nearly 64% share of the market, according to research firm Cerulli Associates.At the end of 2015, independent advisers oversaw nearly 41% of retail assets, while traditional firms' share slipped to about 59%.
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