 We try to act as an informal development advisory, so when we get a new client, we try to connect them with a lawyer and banker and maybe a private-equity firm, all people who have offices right down the street."Michael T. Brown. Birch Cove Group |
Not Keeping Clients? It Could Be Your Location
Dave Lindorff | Finacial Planning, March 2016
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Summary: For years, registered investment advisor Birch Cove Group operated a solid business serving high-net-worth clients in a Minneapolis suburb. Two years ago, the firm decided to move to a tony office on the 25th floor of the US Bancorp headquarters tower in the downtown business district of the city itself.
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