Waterloo Capital Acquires Equity Stake in Allied Portfolio Management
Waterloo Capital has acquired an equity stake in Allied Portfolio Management, expanding its institutional-grade wealth management services to Tucson and Scottsdale. The acquisition combines Allied's local client relationships with Waterloo Capital's advanced financial planning and family office services. The move aims to provide high-net-worth families with access to institutional-level asset management.
Topics: acquisition company expansion financial advisors wealth management