The Mather Group acquires Louisville Firm, Multi-Fund Management | national company


CHICAGO–(BUSINESS WIRE)–June 2, 2022–

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.3 billion in assets under management (AUM, as of 03/31/22), announced its acquisition of Multi-Fund Management Ltd (MFM), a registered investment advisory firm (RIA) based in Louisville.

MFM was founded in 1994 and since 1995 has been led by David Handmaker, who joined TMG as part of the acquisition. “I couldn’t be more excited about the positive impact I expect this partnership will have on my clients,” said Handmaker. “The size and capabilities of the TMG team, particularly in investment management, operations and client services, are enormous. It really is a win-win situation, taking a lot of the weight off me while improving the services and solutions we can provide to clients. »

“This partnership follows the same formula that we have found beneficial for everyone involved,” said Chris Behrens, CEO of TMG. “We strongly believe that our approach to comprehensive financial planning and investment management delivers value to our clients. Additionally, employees who have joined TMG through acquisitions have been excited about the career opportunities offered by our company’s size and growth trajectory. »

TMG plans to announce several other acquisitions in the coming months. “Our M&A team remains very busy evaluating potential opportunities,” said Patrick Lawlor, CFA, CFP®, president and head of M&A at TMG. “As we partner more strategically and manage these integrations, we continue to improve at executing every step of the process, creating efficiencies that increase our capability going forward.”

TMG was recently ranked #13 among Top 50 Wealth Managers by Asset Growth according to the RIA channel. Rankings were based on asset growth on an absolute basis from March 31, 2021 through March 31, 2022. Only active Registered Investment Advisers (RIA) firms with no SEC-registered regulatory, criminal, or administrative violations as of March 31, 2022 , were eligible. The inclusion criteria also required companies to provide wealth management services as a primary business.

The firm offers a full range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated inventory management, risk assessment and estate planning advice. Investment recommendations are not related to commissions. Clients pay the firm’s experienced advisors on a fee-only basis, usually as a percentage of assets under management. This approach aligns the interests of the company and the client.

ABOUT TMG

Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, the Nashville area, the San Francisco Bay Area, the Seattle area, Spring TX and the Washington, DC area, TMG is a fee-based fiduciary that primarily serves high-value individual clients. TMG professionals aim to make life easier for customers by offering a full range of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Visit us at www.themathergroup.com.

Rankings are based on voluntary, non-paying surveys. Each organization sets its own criteria for inclusion. The information is accurate as of the date of this press release, and no obligation or intention to make any updates or corrections exists. Visit the TMG website for more information on its awards and recognition.

Show source version on businesswire.com:https://www.businesswire.com/news/home/20220602005230/en/

Kate Demet |[email protected]

KEYWORD: UNITED STATES NORTH AMERICA ILLINOIS KENTUCKY

KEYWORD INDUSTRY: FUNDING OF PROFESSIONAL SERVICES

SOURCE: The Mather Group, LLC

Copyright BusinessWire 2022.

PUBLISHED: 02/06/2022 09:30/DISC: 02/06/2022 09:32

http://www.businesswire.com/news/home/20220602005230/en

Copyright BusinessWire 2022.

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