Entries by ceruleanpwa

PRESS RELEASE: Sanctuary Wealth Adds Indianapolis-Based Cerulean Private Wealth Advisors to Its Elite Roster of Independent Advisors

September 14, 2018 For Immediate Release: Sanctuary Wealth Adds Indianapolis-Based Cerulean Private Wealth Advisors to Its Elite Roster of Independent Advisors Sanctuary Expands Its Footprint in the Independent Market INDIANAPOLIS, IN, September 14, 2018 – Sanctuary Wealth (“Sanctuary”) has announced the addition of a million dollar producer, Mike Myers, Founder of Cerulean Private Wealth Advisors […]

September 14, 2018 by

Sanctuary Wealth Snaps Up Winthrop Capital Management

PRIVATE BANKER INTERNATIONAL Sanctuary Wealth snaps up Winthrop Capital Management Sanctuary Wealth, part of Noyes Group, has acquired Indianapolis-based investment advisor Winthrop Capital Management. Winthrop Capital Management was founded in 2007 by Greg Hahn and is currently said to have nearly $1bn in assets under management (AUM). It offers management services of model portfolios, equity, […]

September 14, 2018 by

The Risks and Rewards of High-Yield Municipal Bonds

FINANCIALPLANNING The Risks and Rewards of High-Yield Municipal Bonds Amid low interest rates, clients looking for a tax break and more income may be tempted to consider high-yield municipal bonds. The yield for a 10-year muni bond rated BAA was 3.27% as of Aug. 10, and yields for 10-year-plus BBB-rated munis were well past 4%. […]

September 14, 2018 by