Meet Burton Enright Welch (BEW) Powering its research process with YCharts Enterprise, BEW experiences efficiency gains in investment committee meetings, ideation and creation of model portfolios, and client communications. About the Company The Challenge Founded in 1989, BEW is a California-based independent investment management firm with a team of six advisers managing over $650 million in client assets. BEW works with a range of clients: high-net-worth to business executives to retirees turning their nest eggs into spendable income. BEW serves clients in 28 states and offers financial planning and retirement plan services in addition to investment management. The most precious resource for today’s investment managers is time. Ben Peters, a BEW financial planner who also ser

Join for free to read