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Basepoint Wealth Expands Investment Team

Basepoint Wealth Expands Investment Team

CEDAR RAPIDS, IA – Basepoint Wealth LLC (www.basepointwealth.com), the largest fee-only wealth management firm in Cedar Rapids is proud to welcome Antriksh Kandhari as an Associate Financial Analyst.

Antriksh will be responsible for ongoing development of Basepoint’s investment management process.  In addition, Antriksh will work with Basepoint Wealth’s advisors in delivering a comprehensive portfolio management strategy that aligns with the client’s personal financial plan.

He joins the firm with prior experience in his native India where he worked as a financial analyst for Payism Technologies, developing reporting systems and data analytics processes for their financial technology platform.

Antriksh completed the third and final level of the Chartered Financial Analyst® exams in June 2017 and will be eligible to become a charter holder upon completion of three years of qualifying experience.

“I am excited to be a part of Basepoint,” Antriksh says, “I can’t imagine a better way to begin my career in the financial services industry than with the team here.  It’s a great chance for me to be part of a long-term opportunity to improve the lives of our clients.”

W. Allen Wallace, CFP®, CPA/PFS, Basepoint Wealth Director of Wealth Management added, “We are excited to welcome Antriksh to our investment team. His analytical proficiency greatly enhances our existing capabilities, and his ability to develop solutions will serve our effort to help clients define and reach their goals”.

About Basepoint Wealth, LLC

Basepoint Wealth, LLC provides comprehensive independent financial planning, tax advisory, and investment management services to clients throughout the United States.  Basepoint Wealth’s integrated technology platforms, combined with over 130 years of experience among its team of CFP®, CPA, ChFC®, and MBA credentialed advisors, provide a uniquely individualized wealth management process.

Basepoint Wealth, LLC has offices in Cedar Rapids, Dubuque, and Davenport, IA.  Visit our website for more information:  www.basepointwealth.com

Contacts:

Basepoint Wealth, LLC
Kelli Albert, Marketing Manager
319-826-1891
kelli.albert@basepointwealth.com

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