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While the Bronfman and Rothschild names did not become part of our firm until 2013...they represent a tradition of stable, long-term financial success.
ROCKVILLE, MD, June 21, 2017 /24-7PressRelease/ -- Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today unveiled a new look and feel for the Bronfman Rothschild brand, including a new logo and website. The firm has also adopted "Bronfman Rothschild" as its official brand name, rebranding its wealth management business as "Bronfman Rothschild Wealth Advisors" with additional lines of service for retirement plans sponsors: "Bronfman Rothschild Plan Advisors" and "Bronfman Rothschild Plan Consulting".
The brand refresh coincides with the milestone of reaching $5 billion in assets under management*, in part due to recent mergers and acquisitions. In May, Bronfman Rothschild announced the transition of a team led by John H. Wolff from Capital Fiduciary Advisors. In March, the firm added Marilyn Napoli to its New York office and in January, the firm acquired TriCapital Advisors in Maryland.
Said Neal Simon, CEO of Bronfman Rothschild, "With our firm having experienced significant growth in recent years, now managing $5 billion in assets, we felt it was an appropriate time to reflect on our brand identity. Our new branding pays tribute to our history while articulating who we are and what we do. While the Bronfman and Rothschild names did not become part of our firm until 2013, the families share a belief in steady guidance with our leadership team and advisors, and represent a tradition of stable, long-term financial success."
Bronfman Rothschild has also adopted a new brand promise, "true partners in wealth," which conveys the firm's goal to earn the trust of clients through the highest standards of service and fiduciary care. Across the firm's three distinct service lines, there is a singular approach focused on supporting a trust-based culture, maintaining a thoughtful and disciplined approach to growing and preserving clients' wealth, and leveraging the collective expertise of its staff to provide the best possible client outcomes.
The new Bronfman Rothschild website incorporates the firm's new branding, improved design and navigation, and updated resources for clients. Visitors can access the website using the legacy URL, www.belr.com, or www.bronfmanrothschild.com.
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what's most important to each client. With nine offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 85 employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
Bronfman E.L. Rothschild is a registered investment advisor (dba Bronfman Rothschild, Bronfman Rothschild Wealth Advisors, Bronfman Rothschild Plan Advisors, and Bronfman Rothschild Plan Consulting). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
*As of 5/16/17
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