Recent Investments Choreo, LLC has recently made significant investments in various companies such as Virtus Convertible & Income Fund II, Wintrust Financial Corp., Arista Networks, and Tortoise Power and Energy Infrastructure Fund. These investments indicate potential partnership opportunities or cross-selling possibilities.
Expansion Choreo, LLC expanded its offices to Bohemia, New York, showing growth and potential new market entry. This expansion could open avenues for networking with new clients and establishing a presence in a different geographical area.
Key Hire Choreo, LLC hired Jeff Brewer as the vice president of advisory. Brewer’s role in assisting advisors to create growth goals presents an opportunity for collaboration, consulting services, and potentially attracting new clients seeking personalized financial advice.
Technology Stack Choreo, LLC utilizes a tech stack including Microsoft Excel, Google Tag Manager, and Microsoft ASP.NET. Understanding their technology infrastructure can provide insights for tech integrations, offering complementary services, or proposing tech upgrades to enhance efficiency.
Market Focus Choreo, LLC focuses on redefining the RIA's place in the wealth advisory world, emphasizing personalized attention and integrated tax and wealth advice. Leveraging their market positioning to offer specialized financial solutions tailored to clients’ needs can cater to a niche market segment.
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