Exencial Wealth Advisors Acquires Investors Asset Management

January 30, 2013

On January 28, 2013, Exencial Wealth Advisors announced that it had acquired Investors Asset Management Inc. for an undisclosed sum.


On January 28, 2013, Exencial Wealth Advisors announced that it had acquired Investors Asset Management Inc. for an undisclosed sum.  Investors Asset Management provides investment management and financial planning services to individuals and organizations, and applies a socially responsible investment approach in choosing assets for its Growth, Income and Balanced portfolios.  Exencial offers fee-only financial planning, investment management and tax planning counsel to senior executives and entrepreneurs, with an emphasis on employee stock ownership plans.  The terms of the transaction were not disclosed.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions