NEW YORK, Feb. 13, 2018 /PRNewswire/ -- Third Seven Capital Advisors ("TSCA"), a privately held, national investment advisory firm, today announced that John Terrill of Synergy Advisors Group (Synergy) is the first advisor recruited to join the New York-based RIA firm. He officially joined TSCA on Friday February 9, 2018.
Synergy, founded in 2010, manages more than $200 million in client assets (AUM). Terrill leads a five-person team in Oklahoma City.
"John represents everything we look for in an advisor," said Amit Dogra, President of TSCA. "He immediately understood our differentiators of putting the investments back in investing as exciting, and our commitment to advisors over robos as refreshing."
Terrill describes joining TSCA as giving him a competitive advantage. "We help our clients by looking at the whole picture and using a total wealth management approach. We recognized early on that having access to TSCA's curated, direct investment platform in combination with its unique business consulting and growth program would accelerate the growth of my business."
Dogra also noted that TSCA's goal to attract $1 billion of new AUM in 2018 is well on track. "Whether at a wirehouse, independent broker-dealer or an existing RIA, the TSCA platform appeals to all advisors who have never had access or desire more access to the 'shark tank' type of investment that excites both clients and advisors. Synergy is but the first signing. We look forward to adding more advisors aggressively in the near future," says Dogra.
About Third Seven Capital Advisors
Third Seven Capital Advisors is a privately held, national investment advisory firm, built with a client first culture. We are conflict free, independent, and focused on providing all the wealth management services advisors and clients need. But that's not what makes us different.
- We believe in putting "the investments" back in investing
- We believe human interaction, not a robo solution, is the best way to invest and achieve your life and wealth management goals
- We believe in value creation for clients and advisors
What makes us different is what makes us better.
Visit our website for more information: www.tscapadvisors.com.
Third Seven Capital Advisors
SOURCE Third Seven Capital Advisors