Crisis management: Financial gurus turn bad timing to their advantage

Rapid organic growth comes with a healthy dose of caution for veterans of the 2008 financial meltdown who united to start their own investment advisory firm.

  • By Brian Hartz
  • | 6:00 a.m. September 20, 2019
  • | 0 Free Articles Remaining!
Mark Wemple. AGW Capital Advisors principals, from left: Charlie Hardwick, Jay Annis, P.J. Gardner and Paul Whiting Jr.
Mark Wemple. AGW Capital Advisors principals, from left: Charlie Hardwick, Jay Annis, P.J. Gardner and Paul Whiting Jr.
  • Finance
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AGW Capital Advisors came into being at the nadir of the economic downturn; it opened for business in April 2009, a time of bankruptcies and bailouts that sent markets both foreign and domestic into a tailspin.

Not the greatest moment to launch a registered investment advisory firm … or was it?

 

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