Madison. July 1, 2014—Bronfman E.L. Rothschild announced that it has reached $2 billion in assets under management as of June 30, 2014. This milestone follows the recent launch of the firm’s new name and brand in June. In May 2013, Baker Tilly Investment Advisors, LP partnered with the family offices of Bronfman and E.L. Rothschild.
“Our goal with the partnership was to expand our geographic reach and the resources we offer clients,” said Bruce Laning, President of Bronfman E.L. Rothschild. “Our growth is a reflection of our commitment to our customers and focus on providing value. We continue to build a world-class firm that provides results for every client in a way that inspires loyalty and trust.”
Bronfman E.L. Rothschild offers a full range of wealth management and investment consulting services to families, individuals, institutions, and retirement plan sponsors. The firm provides independent and objective advice to clients, creates retirement plans for plan sponsors and participants, and effectively manages investments.
About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $2 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues, including plan termination, IRS and DOL audits and plan corrections under IRS and DOL approved procedures.
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* client assets under management as of 06/30/14
Bronfman E.L. Rothschild, LP is a registered investment advisor. Securities, when offered, are offered through Baker Tilly Capital, LLC, member of FINRA and SIPC; Office of Supervisory Jurisdiction located at 10 Terrace Court, Madison, WI 53718, phone 800.362.7301. Bronfman E.L. Rothschild, LP and Baker Tilly Capital, LLC are not affiliated.