United Strategy acquires Insight Wealth Advisors
December 18, 2015
BOSTON — United Strategy Investment Group today announced that it has completed the acquisition of Insight Wealth Advisors Group, LLC, a global fund placement and advisory firm.
"We are taking significant steps to improve our investments in our capital raising capabilities, and this culminates with the completion of our acquisition of Insight Wealth Advisors. Together, our partnership will incorporate Insight Wealth's extensive existing relationships with corporation finance accounts, private equity firms, high net worth family offices, and institutional investors into United Strategy's investment banking platform and high net worth private client business. To our already existing accounts, we will be able to incorporate an broad suite of new finance analytics measurement," said United Strategy CEO Todd Sterling.
Insight Wealth Advisors Group has over 80 employees across three offices, in Boston, Santa Cruz, and Milwaukee; and relationships with over 200 of the largest active institutional investors. Since Insight Wealth's incorporation in 1991, they have raised over $43 billion for several highly diversified funds, of which $32 billion was raised in the past five years.
Based on the common stock portion of the transaction, shareholders in Insight Wealth Advisors Group will receive Financial Engines common shares representing approximately 9.5% of the shares outstanding. Concurrent with the closing of the acquisition, current Finance Director Michael Campbell will act as Director of Acquisitions and Development, VP to oversee the results of the merger.
United Strategy Announces Mid-Year 2015 Shareholders Meeting
June 20, 2015
BOSTON — United Strategy Investment Group announced its mid-year earnings report, in response to restructuring changes related to its executive team.
The conference call will be broadcast via WebEx simultaneously on the communication portal on the United Strategy website, www.unitedstrategyinvestment.com/conf. The call will also be recorded and hosted on that page for reference.
United Strategy Board of Directors Announcement
March 30, 2015
BOSTON — The Board of Directors of United Strategy Investment Group today announced that James Tucker has stepped down as the Chairman of the Board, effective April 13, 2015. The Board also announced it will not immediately fill Mr. Tucker's position, and that the board will make joint decisions by assembly vote. President and CEO Todd Sterling commended Mr. Tucker on his extraordinary accomplishments as chairman of the board.
Mr. Tucker will continue to serve on the economic advisory board of President Barack Obama, a position which he has served since 2011. Mr. Tucker has indicated that his departure from the board is in part due to his return to politics, where he started his career.
United Strategy Announces Full-Year 2014 Earnings Release Date and Conference Call
January 2, 2015
BOSTON — United Strategy Investment Group today announced it will report its full-year and fourth quarter 2014 financial results after the market closes on Thursday, January 8, 2015. United Strategy will also hold a conference call to discuss results at 5 p.m. EST that day. The conference call can be accessed by dialing the provided domestic or international conference line number and entering passcode 483745#.
The conference call will be broadcast via WebEx simultaneously on the communication portal on the United Strategy website, www.unitedstrategyinvestment.com/conf. The call will also be recorded and hosted on that page for reference.
