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  • Seller
  • Buyer
  • Type
  • Date Announced
  • Seller AUM
  • Lydian Trust Company (Lydian Wealth Management Company LLC)
  • Windermere Investment Associates Inc.
  • Wealth Management Firms
  • June 1, 2004
  • $3 Billion

Seller Details

Founded in 1997 by Dr. Nancy L. Jacob, Windermere Investment Associates Inc. is a Portland, OR-based independent investment advisory firm. Windermere provides customized research, investment planning and tax-efficient investment advising for high net worth individuals and institutions, as well as consulting for foundations, endowments, and institutional investors. Windermere's services are geared towards maximizing after-tax returns while minimizing risk through the use of advanced asset allocation, manager research, and performance measurement technology.

Buyer Details

Based in Rockville , Maryland , Lydian Wealth Management Company LLC is an independent investment consulting and wealth advisory firm dedicated to fulfilling the wealth management needs of investors and families with investment balances greater than $10 million. Lydian provides a comprehensive suite of wealth management services to affluent clients. Through offices in the Washington D.C. area, Seattle , Palm Beach and Atlanta , Lydian currently advises more than 150 families of exceptional wealth. Lydian Wealth Management is a wholly-owned subsidiary of Lydian Trust Company, which is a leading provider of wealth management, banking and data services for a growing base of clients and global corporate partners.

Transaction Summary

Lydian Wealth Management Company LLC acquired independent investment advisory firm Windermere Investment Associates Inc. Windermere will remain a stand-alone subsidiary and Dr. Nancy Jacob will continue to serve as the firm's president.

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