Mindy Diamond Quoted
Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, today announced the launch of IFM Capital Advisors (“IFM”), a Colorado-based independent Registered Investment Advisor (RIA) with offices in Denver, CO, Fort Collins, CO, and Sioux Falls, SD. Established by former UBS advisors Timothy Kneen and Clayton Hartman, who managed approximately $1 billion in client assets, IFM has been launched through Focus Connections, a program that helps wirehouse teams successfully transition their business and launch their own independent wealth management firm.
“Tim Kneen and Clayton Hartman’s entrepreneurial DNA, their past successes as business owners, and their drive make them ideally suited to take their already successful business to new levels,” said Mindy Diamond, president and CEO of Diamond Consultants, who helped facilitate the deal. “Unshackled from the confines that UBS placed on them, Tim and Clayton will be able to market themselves and service clients in a whole new way.”