01 Aug Gratus Capital Forges New Relationship with Marc Heilweil. Union Brings Additive Wealth Management Capabilities.
Atlanta, GA—August 1, 2016—Gratus Capital, recently ranked in Forbes’ Top 100 Wealth Advisors in the U.S., added Marc Heilweil of Spectrum Advisory Services, Inc., also headquartered in Atlanta to its team. The other members of Spectrum to join Gratus include Mark Burton, who will further develop Gratus Capital’s compliance program; Gary Nix, integral to trading operations and reporting initiatives; and Brendan Wagner, who delivers deep investment research and analysis skills. All together, these executives bring considerable depth in the area of stock market strategy.
Marc Heilweil is a highly respected, veteran portfolio manager whose views have been sought and published by national investment and business publications. Marc, a graduate of Yale Law School, started his own investment firm in 1977 after leaving the practice of law.
“Marc has been managing money in Atlanta for 40 years,” said Hank McLarty, President and Founder of Gratus Capital. “He’s built a strong, talented team. We’re excited to leverage their market expertise, and explore valuable synergies for our clients and theirs.”
In addition to decades of experience, Marc Heilweil brings a sizeable client base. Gratus leaders are looking forward to rounding out these established relationships with the high-touch, highly-personalized brand of financial planning that sets them apart from industry peers.
“We offer our clients balanced, comprehensive financial advice,” explained McLarty. “In essence, we’re acting as each family’s personal CFO. Our decision to partner with Marc is rooted in this commitment to big-picture wealth management.”
In conjunction with steady momentum from client referrals and center-of-influence networking, Gratus leaders expect to pursue more strategic partnerships. And yet McLarty is resolute about preserving the firm’s values. “’Gratus’ means grateful steward. We’re driven by a sincere gratitude for our clients, which is reflected in our daily efforts to serve and exceed their expectations.”
Forbes’ Top 100 Wealth Advisors in the U.S. Ranking Methodology Gratus was ranked #59 out of 100 Top Wealth Advisors in the United States in July 2016. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.