A 50 year history with multi-generational client relationships…
Since our team was founded by John Fitzpatrick in 1965, we’ve seen remarkable changes, such as multiple market cycles and economic shifts, as well as major milestones in our lives and those of our clients.
But some things stay the same – such as providing sound, time-tested investment guidance around our client’s objectives. Through this time, whether it be an individual investor, family, or institution, we are proud to boast a remarkable client retention rate.
“Many of our client relationships with The Fitzpatrick Group go back generations. We believe these relationships are a testament to the trust level that we have earned with our clients.”
– Edward Fitzpatrick, CFP®
But some things stay the same – such as providing sound, time-tested investment guidance around our client’s objectives. Through this time, whether it be an individual investor, family, or institution, we are proud to boast a remarkable client retention rate.
“Many of our client relationships with The Fitzpatrick Group go back generations. We believe these relationships are a testament to the trust level that we have earned with our clients.”
– Edward Fitzpatrick, CFP®
Edward Fitzpatrick serves as moderator of Investment Panel
The Villanova alumni club of Chicago hosted its annual investment panel discussion at the University Club of Chicago on April 28th and Edward Fitzpatrick, CFP®, of the Fitzpatrick group of Wells Fargo Advisors, served as the moderator.
The panelists included Carrie Nichols of Fiduciary Management in Milwaukee, Mamadou-Abou Sarr of V Square Quantatative Management, and William Fitzpatrick, CFA, with Logan Capital.
As facilitator, Edward led a discussion of the key issues hovering over the global markets this year. These included record-high inflation, the Russia/ Ukraine war, the Fed, and the volatility in the stock market, among other issues.
The panelists included Carrie Nichols of Fiduciary Management in Milwaukee, Mamadou-Abou Sarr of V Square Quantatative Management, and William Fitzpatrick, CFA, with Logan Capital.
As facilitator, Edward led a discussion of the key issues hovering over the global markets this year. These included record-high inflation, the Russia/ Ukraine war, the Fed, and the volatility in the stock market, among other issues.
Incorporate Your Values in Your Investment Plan
Incorporate your values in your Investment Plan starts with our VALUES-BASED QUESTIONNAIRE!