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Fi360 Acquires Ann Schleck & Co.

September 24, 2013

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We are pleased to announce that Ann Schleck & Co., the business development solutions provider, has joined the fi360 fold.

fi360’s acquisition of Ann Schleck & Co. adds a significant practice management component to the products and services available to our clients.

Together, fi360 and Ann Schleck & Co. form a unique, integrated firm dedicated to providing our clients with high-quality strategies for improving your investment management processes and growing your business. Ann Schleck & Co. will operate as a wholly owned subsidiary of fi360 and continue to operate in St. Paul, Minnesota under the leadership of its principals Ann Schleck and Sue Kelly.

Ann Schleck & Co. provides training, tools and technology solutions to retirement service providers, investment management firms, and consultants/advisors to help them grow their business.

Their capabilities include:

  • Research – retirement industry research, advisor practice management benchmarking, and technology tools for providers and advisors
  • Training – sales, client management and advisor practice management learning and development curriculum
  • Creative Agency – assisting institutions and advisors in the development of their sales and client presentations and collateral materials

Stay tuned as we begin to roll out new integrations between the two firms. If you are interested in learning more about how fi360 and Ann Schleck & Co. can help you grow your firm, contact our Client Relations Team at solutions@fi360.com or via phone at (866) 390-5080, option 1.

View the press release here.

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