Avidian Wealth Solutions announced that experienced investment advisor Greg Litts has joined its growing team. Litts brings over 20 years of experience in portfolio management and financial analysis to the firm. Not only was Litts able to grow his own investment firm to more than $350 million in assets under management, he also managed the creation of a hedge fund for a merchant bank as well as principally traded stocks and bonds as Vice-President of the OTC/ NASDAQ trading desk at Morgan Keegan.
“His approach to investment management takes the emotion out of the decision-making process, allowing us to provide more portfolio solutions better-tailored to our clients and their specific goals.” Luke Patterson, Avidian’s CEO
“We couldn’t be more excited to be adding such a successful investment advisor to our team,” says Chief Operating Officer Jim Atkinson of Litts. “Greg’s decades of knowledge and relationship building will be vital assets to both our clients and the team as a whole.”
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“Greg will be an invaluable partner for the business owners and corporate professionals Avidian serves,” said Avidian Chief Executive Officer Luke Patterson of Litts’ credentials. “His approach to investment management takes the emotion out of the decision-making process, allowing us to provide more portfolio solutions better-tailored to our clients and their specific goals.”
2022 was a year of tremendous growth for the Houston-based wealth management firm in terms of personnel and in regard to their total assets, with $3.5 billion in current assets under management and counting. Earlier in the year, Avidian was named one of the 100 fastest-growing RIA firms in the United States featured by Citywire and named runner-up for the fastest-growing RIA firms in the state of Texas by the Houston Business Journal.
Avidian Wealth Solutions is a Houston-based team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including but not limited to financial planning, investment management, and insurance solutions.
SOURCE: PRWeb