How much of your wealth is in real estate?

If you own real estate, chances are you own it through a trust or as a portfolio, and the most common way to invest in real property is through a private investment vehicle, such as a real estate brokerage, mutual fund, or an insurance company.The same thing happens when you invest in a property through […]

What’s next for Wintrust and Legacy?

With Wintrit, the new owners of Legacies, they have managed to achieve a lot, which will surely be welcomed by fans and investors.This is the first time since the takeover in the autumn of 2018 that a new owner has taken over the reins.For Legacies it has also meant an overhaul of the entire ownership […]

The Wintrust: The Wealth Management, Club Wealth, and Cultural Wealth Movement

By Peter Osterman, USA TODAY Managing editor, TheWrapWorizon.comWintrust Wealth Management and Club Wealth are two of the biggest names in the wealth management and club-building world.They’re owned by billionaire David Koch, the co-founder of Koch Industries, and have a combined wealth of more than $50 billion.Club Wealth (now Wintrex) is the other major player in […]

What to look for in the investment advice of Geneos Wealth Management and Wintrust Wealth Management

Geneos and Wits Wealth Management have both launched a new website that lets you invest in both of their mutual funds.The two funds have both been around for years, but both have also been under scrutiny for the way their investments are managed.Geneos Wealth ManagerGeneos, the second-largest hedge fund in the US, is the second […]