It’s Interchange Capital Partners’ First Anniversary!
June 29, 2021 by Interchange Capital Partners
By Ahmie Baum
What a year it’s been! One year ago (in the midst of a pandemic, no less), we opened the doors of Interchange Capital Partners with the goal of helping individuals, families and business owners navigate the complexities of their financial lives. We wanted to take a moment to not only celebrate this milestone but also share with you how our move to become an independent Registered Investment Advisory firm (RIA) has benefited our clients and improved our services.
Our independence has opened many doors for us, namely when it comes to hiring new talent and deepening our expertise. We’ve been able to add experienced and passionate people to our team, which then has a ripple effect as we can improve our workflows and efficiency. Not to mention, having greater resources means we have more time to do what’s most important to us—focus on our clients, eliminating their dangers and fears while also supporting their strengths.
We also have the freedom to problem-solve in creative ways instead of being constrained to specific strategies and products. We can now truly customize plans for our clients to meet their varied needs. If you’ve worked with us, you know that we never settle. We constantly strive to do better and adapt so we can offer exactly what our clients need.
Additionally, we can now offer services and products that were not available to us before, such as cryptocurrency, which we know many of you have questions about! We are happy to educate you on this digital currency so you can decide whether it is something you want to dive into.
A Wider Network
Because we prioritize excellence, we’ve partnered with other professionals to provide further advice and assistance when you need it. BNY Mellon’s Pershing serves as our preferred custodian for our clients’ assets. As a leading institutional custodian, the quality of their services matches what we hope to provide for our clients. Interchange is also part of the Dynasty Financial Partners network, one of the industry’s preeminent advisor platforms. This partnership gives us access to a wide spectrum of capital markets, investment banking capabilities, investment research and consulting, advanced technology, and more. With Pershing and Dynasty, we complete the triangulation of advice that shows our commitment to the fiduciary standard and objective guidance.
We use Addepar for our wealth management system so our clients and advisory team can stay up to date on portfolio analysis and reporting to make sure every plan is on track. Finally, because we serve family businesses, we work with Business Growth Alliance, LLC, a network of professional services firms dedicated to providing development, transition, and family office solutions to business owners.
Clients at the Center
More than anything else, we want to take this first anniversary of our firm to thank you, our valued clients. We started this firm with you at the heart and we want to extend our gratitude for those who trusted us and moved over with us, and for those who have joined us since then! We pledge to always look out for you and search for ways to make things better and more efficient so you can focus on what matters most. Thank you for celebrating with us!
If you have any questions for us, please feel free to reach out at firstname.lastname@example.org or call our office at 412-307-4230. We can’t wait to hear from you.
Ahmie E. Baum is the CEO and founder of Interchange Capital Partners, an independent registered investment advisory firm providing collaborative, comprehensive, and disciplined wealth management around Transition Planning Unlocking a Lifetime of Work. With over 40 years of experience, Ahmie specializes in serving individuals, professionals, and family-owned businesses, helping them manage the complexity that comes with their unique circumstances. He is known for giving his clients guidance, education, and resources to make wise financial decisions that help them protect their wealth while achieving their goals. Ahmie and his firm strive to go above and beyond with their unparalleled client service and family office services that help their clients experience confidence in their future.
Ahmie graduated from the University of Pittsburgh with a bachelor’s degree in psychology and holds the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He recently received the Certificate for Family Business Advising (CFBA) from the Family Firm Institute. He spent 42 years working at EF Hutton and UBS, where he earned the prestigious Wealth Advisor designation. Nationally recognized, Ahmie has been named in the past to the Barron’s Top 1,000 Financial Advisor List. When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and their granddaughter. He also enjoys investing in his health through yoga, meditation, and plant-based eating. His other hobbies include woodturning, golf, reading, listening to music, and biking. He is active in his community and serves as the Foundation Chair of the Jewish Federation Community Foundation of Greater Pittsburgh and supports the Big Brothers Big Sisters of America (BBBS). To learn more about Ahmie, connect with him on LinkedIn. You can also watch his latest webinar on The Hidden Dangers of Not Having an Exit Plan.
Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice.
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