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DALLAS, Nov. 30, 2016 -- McElhenny Sheffield Capital Management (MSCM) is pleased to announce the execution of a Succession Plan Agreement with Inspire Capital Management as part of Inspire Capital’s continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives. This Succession Plan assures that all Inspire clients’ portfolio management and financial plans will remain intact for future generations.
Mike McKee, Inspire Capital’s CEO, said, “After an extensive search to find the right succession partner, we were excited to find McElhenny Sheffield. The investment skill set they possess ensures that our clients will be well taken care of in the event I am unable to manage their portfolios.”
Bruce Fraser, McElhenny Sheffield’s Managing Member, said, “We are very happy to enter into this succession plan partnership with a firm that is as deeply committed to the investment management of its clients’ portfolios as McElhenny Sheffield is of its own clients’ portfolios.”
McElhenny Sheffield Capital Management was founded in 2000 to manage a hedge fund with an options-based absolute return strategy that was designed to deliver consistent returns while minimizing downside risks for clients. Today, MSCM serves a growing group of clients with liquid assets totaling approximately a quarter of a billion USD's. McElhenny Sheffield's team of MBAs, investment advisors, Certified Financial PlannersTM, and Chartered Financial Analysts® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with coordinated estate, investment and tax strategy.
Succession Planning rightfully should be viewed as an essential component of conducting business. Just because a business is doing well in no way signifies that succession planning can be deferred. It is becoming increasingly critical for investment advisors to put in place a well thought out plan that will ensure their firm maintains its viability if something unforeseen occurs. MSCM is well positioned to become a succession partner for such investment advisors.
For complete information, please visit: McElhenny Sheffield Capital Management
Media Contact: McElhenny Sheffield Capital Management, LLC Attn: Media Relations 4311 W. Lovers Lane, Suite 101 Dallas, TX 75209 214.922.9200 x226 [email protected]
