Michael Liccar to Drive Growth of Boutique Wealth Management Firm, Twende Investment Group

By , in PR on .

CHICAGO – 09-18-2018 (PRDistribution.com) — Chicago-based wealth management firm, Twende Investment Group, today announced Michael J. Liccar, CPA will join the firm as a partner. Twende is an independent investment firm providing private wealth, asset management, and transaction consulting services to high-net-worth clients.

Michael is a seasoned CPA, CEO, Entrepreneur and Family Investment Manager/Advisor. He has earned various licenses in the securities industry including FINRA Series 24, 27, 7, 63, 65 and 3. Michael founded Liccar CPAs in 1988 which specializes in financial, tax and regulatory reporting for the alternative and private investments industry. He has managed diversified family investment portfolios for over 30 years. Michael founded, funded and operated multiple US and non-US small businesses as well as a non-profit charitable organization. He is active in local government and civic affairs as well as a number of non-profit organizations.Twende Founder, Jonathan Spencer, CFA, sees opportunity in offering a simplified and comprehensive service to families. “Typically, high-net-worth clients and what we call the mass affluent (net worth > $1 million) had to deal with number of uncoordinated service providers. Our attempt to disrupt the market starts with the client in mind. Our service model integrates governance consulting, wealth and tax planning, asset management, data aggregation and other services. We have a single layer of fees and we don’t have perverse incentives to only offer in-house investment products. We’re trying to simplify people’s lives and democratize the institutional-quality experience. To do that, you need a skilled, diverse team of professionals who don’t think in silos. Mike brings a trove of expertise and experience in international tax, alternatives investments, and value-investing.”
Source: Twende Investment GroupDisclosure: Twende offers investment advisory services through Twende Asset Management, LLC, and Illinois State Registered Investment Advisor.

Media Contacts:

Company Name: Twende Investment Group
Full Name: Jonathan B. Spencer
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Website: twende-invest.com

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Brad Bennett

Brad Bennett

Brad grew up in a small town in northern Iowa. He studied chemistry in college, graduated, and married his wife one month later. They were then blessed with two baby boys within the first four years of marriage. Having babies gave their family a desire to return to the old paths – to nourish their family with traditional, homegrown foods; rid their home of toxic chemicals and petroleum products; and give their boys a chance to know a simple, sustainable way of life. They are currently building a homestead from scratch on two little acres in central Texas. There’s a lot to be done to become somewhat self-sufficient, but they are debt-free and get to spend their days living this simple, good life together with their five young children.
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