Classic Capital Joins Buckingham Asset Management

April 22, 2015

On April 20, 2015 Buckingham Asset Management, a firm of Focus Financial Partners, LLC, merged with New Jersey-based investment manager Classic Capital.


Buckingham Asset Management (“Buckingham”) provides wealth management and financial planning services to individuals, businesses, trusts, not-for-profits, medical professional and retirement plans. It is an entity within the Focus Financial Partner, LLC network, which comprises of several independent, fiduciary wealth management firms.  The Focus Financial network has an aggregate of over $5 billion in client assets and $325 million in annual revenue.

Classic Capital, which provides investment management and financial planning services to individuals, families and institutional retirement plans, will assume the Buckingham name as a result of the merger.

To read the news release: please click here.


Categories

Investment Manager M&A, Transactions