Gratus Capital Management Expands Presence in the Greater Atlanta Area
– Strategic Transactions Remain Dynamic Among Focus Partner Firms –
New York, NY – May 2, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the addition of seasoned advisor, Marc Heilweil to one of its partner firms, Gratus Capital Management (‘Gratus’), a registered investment advisory firm based in Atlanta, Georgia as of May 1, 2016. Marc Heilweil was previously President and Founder of Spectrum Advisory Services (‘Spectrum’), an independent RIA based in Atlanta, Georgia. He will join Gratus as a Portfolio Manager. This addition of Mr. Heilweil expands Gratus’ investment advisory service offering and solidifies its place as one of the premier RIAs in the Atlanta region.
For over 40 years, Mr. Heilweil has been providing investment advisory services for his clients. Throughout his career, Mr. Heilweil’s mission has been to provide quality investment advice to high net worth individuals and families. After graduating from Yale Law School, Mr. Heilweil practiced corporate and securities law in Atlanta before founding the predecessor of Spectrum in 1977. Mr. Heilweil also acts as the portfolio manager for Marathon Value Portfolio, a registered mutual fund that he began managing in 2000. With clients spread across the country, Mr. Heilweil has been providing portfolio management services to a wide array of clients, including corporations, foundations, trusts and family limited partnerships.
“Marc Heilweil is a perfect fit for Gratus. We share the same core philosophy and work ethic, as well as a distinct focus on serving in the best interest of clients,” said Hank McLarty, Founder and President at Gratus. “We look forward to working with Marc to provide expanded services to our growing client base.”
“At Focus, we are always thinking about how to add value to our partner firms and solve the challenges that arise in the RIA space. This strategic addition to the team, a part of Gratus’ regional growth plan, will also serve as a robust business continuity plan for Marc Heilweil and his clients,” said Rudy Adolf, CEO and Founder of Focus. “This is a great example of helping entrepreneurs elevate their businesses, highlighting the value inherent in the Focus partnership.”
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com
About Gratus Capital Management
Based in Atlanta, Georgia, Gratus provides investment management and wealth management services to high-net-worth clients. For more information, please visit www.gratuscapital.com
Focus Financial Partners
Daijing Lin, firstname.lastname@example.org/+1 646 775 6412