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Osaic adds Four Pillars Investment Management to its network
Yahoo Finance· 2025-10-31 10:05
Core Insights - Osaic has expanded its independent advisor network by adding Four Pillars Investment Management, which brings approximately $143 million in assets [1][4] - Four Pillars is the latest firm to transition to Osaic from Commonwealth, joining other firms like Virtus Wealth Solutions and Gallagher Financial Services [1] - The partnership aims to enhance client service and provide Four Pillars with access to Osaic's extensive resources, including technology and a wider range of financial products [2][4] Company Overview - Four Pillars Investment Management is led by investment advisor John T Evans and includes team members Pamela Evans and Jennifer Moss [2] - The firm focuses on serving families, individuals, and small businesses in Southwest Florida, offering investment management, business succession planning, and retirement strategies [3] Strategic Alignment - Four Pillars chose to partner with Osaic due to its alignment with the firm's values and commitment to client service [2][4] - Osaic's resources are expected to support Four Pillars in expanding its client base and enhancing service offerings [3][4]