79 Financial LLC was formed, and filed as a Registered Investment Advisor (RIA), in 2021 after the acquisition of the money management firm where 79 Financial's founder and Managing Member, Edward Jenkins, had worked for seventeen years.
As a partner, this liquidity event provided the necessary capital and Edward's experience in various functions including advisory client management, sales & marketing, compliance, data infrastructure, due diligence reporting, and client service provided Mr. Jenkins with the strong background necessary to launch this subsequent endeavor. In particular, the passion he has from his advisory client management role provided a strong base on which to expand and build additional relationships.
The philosophy that is employed when working with clients as a fiduciary advisor is risk-based asset allocation to fund future objectives. Individual positions are optimized based on their ability to maximize their return at a given level of risk. This philosophy is based on Modern Portfolio Theory and seeks to diversify, and to minimize fees, expenses, and taxes. Schedule a time and method to connect that is most convenient for you to learn more about whether or not 79 Financial may be right for you and your family.