Finance

Trusted Funds

In the aftermath of the economic recession, corporations such as Merrill Lynch, Morgan Stanley, and other Wall Street giants may soon need replacing. Investors across the country are increasingly knocking on the doors of independent full-service brokerage firms that offer similar, more dependable services, such as the World Equity Group of Arlington Heights, Ill. 

The financial advisors at World Equity Group provide objective, independent advice primarily to corporate executives, professionals and retirees across the nation.  The company offers a wide variety of products and services, ranging from mutual funds to private placements, to provide clients with effective solutions tailored to their professional needs.  Specifically, advisors and clients work together to assess relevant financial history, identify problem areas, and determine a personalized wealth management plan that has advisees’ interests at heart.  Company CEO and co-owner Richard Babjak said one-on-one attention and personal interactions between clients and team members make all the difference when it comes to financial planning.  “We truly believe having individual relationships with our clients differentiates us from our competition,” he said.

This dedication to customer service is reflected in various aspects of World Equity Group’s professional practice.  Babjak’s role as both company owner and active financial advisor, for example, allows him to make corporate decisions that benefit the customer.  “Being a financial advisor with a client base and also having the ability to run a firm gives us a different perspective than what most firms have,” he said.  “Because of that frontline experience, my partner Robert Yarosz and I are better equipped to develop the right platforms for our advisors and representatives.”   

This unique perspective and a top-notch team of advisors and representatives are just some of the ways that World Equity Group keeps ahead of the curve.  Efficient, easy-to-use technology helps clients manage online accounts and reporting while external corporate partners give clients the flexibility and support needed when dealing with financial planning.  Babjak said that working with the right technology and partnering with affiliates such as Pershing LLC and RBC Capital Markets LLC are essential for company growth and maintaining high levels of customer service.  “With a growth rate of about 20 percent per year, we can maintain our service level and make sure our infrastructure keeps pace with our growth,” he said.  

Since 1997, World Equity Group has handled financial planning for clients across the country.  Currently, with over two billion dollars in client assets, this small, independent brokerage firm offers a reliable alternative to the big-name financial institutions.  “We don’t necessarily need to be the biggest guy on the street,” Babjak said.  “Rather, we want to be that boutique firm that can maintain solid relationships. That’s what is important to us, and that’s what is important to our representatives.”   

www.worldequitygroup.com

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