Academy Asset Management Announces its Inauguration

Rhea-AI Summary

Academy Asset Management has launched as the first institutional asset manager fully owned by military veterans. This SEC Registered Investment Advisor focuses on fixed income funds and separately managed accounts, utilizing a client-centric approach. Academy Securities, also a veteran-owned firm, will exclusively distribute its services. The firm aims to provide customized investment solutions while fostering community impact and employment opportunities for veterans. Led by experienced executives including Seth Rosenthal, former Head of Bank Portfolio Management at Northern Trust, the firm emphasizes its commitment to social responsibility.

Positive

• First institutional asset manager owned 100% by military veterans.
• Led by experienced executives, including Seth Rosenthal overseeing $100 billion in assets.
• Focus on client-centric and customized investment strategies.
• Commitment to community impact and training for military veterans.

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• None.

NEW YORK--(BUSINESS WIRE)-- Academy Asset Management, a certified disabled veteran-owned and operated business, is pleased to announce the firm’s inauguration. A unique emerging D&I manager, Academy Asset Management is an SEC Registered Investment Advisor focusing on fixed income funds and separately managed accounts. Academy Asset Management uses a client-centric approach to help investors meet their goals.

Academy Securities, a FINRA registered broker-dealer, certified disabled veteran-owned business, and Minority Business Enterprise (MBE), will be the exclusive distributor of the firm’s advisory services. Academy Securities and Academy Asset Management are affiliated and share the same mission; both firms are committed to community impact and training opportunities for veterans, pairing the best Wall Street veterans with high-potential military veterans.

“We are extremely proud that Academy Asset Management is the nation’s first institutional asset manager owned 100% by military veterans,” stated Academy Securities and Academy Asset Management’s Chairman and CEO Chance Mims, “We look forward to giving our clients flexibility and custom solutions to meet their specific needs while positively impacting the military veteran community.”

The Firm has built a strong foundation to manage portfolios, being led by the Former Head of Bank Portfolio Management at Northern Trust, Seth Rosenthal. Mr. Rosenthal oversaw over $100 Billion in global fixed income and money market assets across a range of duration and credit mandates and brings this expertise to Academy Asset Management as the firm’s Chief Investment Officer. He is joined by Portfolio Manager and Army Veteran, John Gilmore, previously of the Vanguard Group.

“Academy Asset Management adopted the same social mission to mentor, hire, and train veterans as Academy Securities, and that hiring initiative will be key to our reinvestment strategy as we earn opportunities in the marketplace,” stated Academy Asset Management’s Seth Rosenthal.

About Academy Asset Management

Academy Asset Management is a preeminent disabled veteran-owned SEC registered investment advisor focused on fixed income funds and separately managed accounts. Leadership and staff have had intensive military training prior to entering and gaining in-depth financial services experience in global capital markets. We are mission driven with a high ethical code, a solid sense of accountability and strive for excellence in the pursuit of our clients’ success. Academy Asset Management is our nation’s first post-9/11 disabled veteran owned institutional asset manager. The firm has offices in New York and Chicago. Information about Academy Asset Management is available at www.academyassetmanagement.com.

About Academy Securities

Academy Securities is a preeminent disabled veteran-owned investment bank with strength in capital markets, public finance, fixed income, and equity trading. Leadership and staff have had intensive military training prior to entering and gaining in-depth financial services experience in global capital markets. We are mission driven with a high ethical code, a solid sense of accountability and strive for excellence in the pursuit of our clients’ success. Academy Securities is our nation’s first post-9/11 disabled veteran owned investment bank and is certified as a DVBE, SDVOSB, and MBE. The firm has a strong top and middle tier client base served by a national platform with offices in New York, Chicago, San Diego, Los Angeles, Chapel Hill, Louisville, Austin, Dallas, and Sacramento. Information about Academy Securities is available at www.academysecurities.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220712005524/en/

Academy Securities

Michael Boyd, 646-736-3995

Chief Compliance Officer

mboyd@academysecurities.com

Source: Academy Asset Management

FAQ

What is Academy Asset Management?

Academy Asset Management is an SEC Registered Investment Advisor focused on fixed income funds and separately managed accounts, fully owned by military veterans.

Who is leading Academy Asset Management?

Seth Rosenthal, former Head of Bank Portfolio Management at Northern Trust, is the Chief Investment Officer of Academy Asset Management.

What is the relationship between Academy Asset Management and Academy Securities?

Academy Securities is the exclusive distributor of Academy Asset Management's advisory services, both firms share a commitment to support military veterans.

When was Academy Asset Management inaugurated?

Academy Asset Management was inaugurated recently, marking a significant milestone as the first institutional asset manager owned by military veterans.

What investment strategies does Academy Asset Management use?

The firm employs a client-centric approach, focusing on customized investment solutions in fixed income funds and separately managed accounts.