PRESS RELEASES
FIDERE adds Rapacki & Co Advisory
MINNEAPOLIS, MN. July 23, 2021 – Fidere Advisors, LLC (FIDERE) announced the addition of Joe Rapacki, Jr, MST, CPA/PFS, to its growing Twin Cities office. Rapacki is the principal of Rapacki & Co CPAs in Edina, and a Personal Financial Specialist. His integrated tax and financial knowledge are unique in the Twin Cities marketplace, and valuable addition to the FIDERE team.
"Its exciting to see the pieces coming together, as the FIDERE platform gets moving. The average experience and skill level of the professionals involved is second-to-none, so our families can benefit greatly,” said Aaron Kolkman, the firm’s founder. “With an average of 25 years of professional experience across our group, there is not a Family Office in the United States with a deeper roster.”
FIDERE is a comprehensive wealth management firm based in Minnetonka, Minnesota. For more information, visit www.fidereadvice.com or call (833) 2-FIDERE.
To connect with Joe, visit www.fidereadvice.com/rapacki, or call (833) 234-3373 xt 401. To schedule, visit www.calendly.com/joe-rapacki
Not an offer to buy or sell any securities and not a financial planning engagement.
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Advisory Services offered through FIDERE
© 2021 Fidere Advisors, LLC
Chris Gerber joins FIDERE
MINNEAPOLIS, MN. July 12, 2021 – Fidere Advisors, LLC announced the addition of Chris Gerber, CFA to its advisory team. In keeping with the firm’s fiduciary-only approach, Chris joins FIDERE as an independent professional without a brokerage license. As a Chartered Financial Analyst, he specializes in portfolio management, seeking risk reduction for client assets invested in FIDERE's five model portfolios. Gerber has been managing client portfolios since 1983.
"We couldn’t be more pleased with the addition of Chris to the team. His approach to service, technical knowledge, and communication skills, all make him an important asset to the firm,” said Aaron Kolkman, the firm’s founder. “With more than 40 years of experience in portfolio management and planning, Chris will add tremendous value to our partnership with families."
FIDERE is a comprehensive wealth management firm based in Minnetonka, Minnesota. For more information about FIDERE, visit www.fidereadvice.com, or call (833) 2-FIDERE.
To connect with Chris Gerber, visit www.fidereadvice.com/gerber, or call (612) 808-5860.
Not an offer to buy or sell any securities and not a financial planning engagement.
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Advisory Services offered through FIDERE
© 2021 Fidere Advisors, LLC
FIDERE Launches in Twin Cities
MINNEAPOLIS, MN. May 26, 2021 – Fidere Advisors, LLC (dba FIDERE) officially launched as an advisory firm in Minneapolis/St. Paul. The firm was created by Aaron Kolkman, developer of FIDERE's planning process and author of "The Life Cycle of Wealth: Decision-Making across 4 Phases of Life." FIDERE's advisory team includes professionals across multiple disciplines, configured to provide integrated services to the families it serves.
"After 2020, and until the current expansion has a visible end, investors can choose FIDERE to invest for returns, but carefully manage global investment risks along with other risks in their overall plans. This is the Life Cycle way, and a great way to optimize wealth. By measuring risk-reward portfolio characteristics quarterly through global Mean Variance Optimization (MVO), we can identify contributors and detractors in client portfolios quickly, and adjust with minimal impact to client plans," said Kolkman.
FIDERE is a life planning firm based in Minnetonka, Minnesota, providing written planning, educational resources, wealth counsel, and stewardship to client assets. Serving business owners, executives, and their families, the firm is a Registered Investment Advisor.
For more information about FIDERE’s services or its portfolio management capabilities, please visit www.fidereadvice.com, email team@fidereadv.com or call (833) 2-FIDERE.
Not an offer to buy or sell any securities and not a financial planning engagement.
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Advisory Services offered through FIDERE
© 2021 Fidere Advisors, LLC