Fun Facts
This person does not have square pants, but likes to say "Be the Sponge"
Who is Greg?
An acronym that represents Adero's core values.
What is WICKED?
This Aderan sent a child off to college this year.
Who is Jayne?
This person is certified fluent in Spanish.
Who is Tavin?
These 7 Aderans reside outside of CA & OR.
Who is Greg, Michael, Krissy, Regan, Cody, Spencer and Sam Z?
Adero has 5k followers on this platform.
What is LinkedIn?
A request from a fund manager to investors for additional funds to cover expenses or new investments.
What is a capital call?
Who are Samantha and Emily?
This person had a speech impediment and couldn't pronounce the letter R up until 15 years old.
Who is Lauren?
These 3 Aderans previously worked at Ferguson, Wellman & West Bearing.
Who are Tony, Melinda and Leilah?
These are the 3 names that the firm has operated under.
What are Spector Financial Services, Vista Wealth Management and Adero Partners?
These are our dental and vision service providers.
Who are Aetna and VSP?
These Aderans had (or will have) a baby born this year.
Who are Sarah, Regan, Chris, Katie, and Kimberly?
This person can accurately recreate images through drawing or painting.
Who is Angel?
These 7 Aderans used to work at Burr Pilger Mayer (BPM).
Who are Michael, Anna, Ruby, Krissy, Brian, Bernice, and Aaron?
This poet led a group poetry activity at the 2023 Adero offsite.
Who is In-Q? (or Adam Schmalholz)
An individual with $5M+ investment assets that can invest in unregistered securities.
What is a Qualified Purchaser?
These 6 Aderans are the current WICKED award holders.
Who are Vera, Melissa S, Rebekah, Chris B, Emma and Spencer?
This person likes to knit blankets and scarves.
Who is Martha?
These 5 Aderans were once a CSA or Ops, but are now in a different role.
Who are Samantha, Shari, Connor, Izne, and Ann?
This Aderan wants to announce a pregnancy today.
Who is..... ?
A technique that uses probability statistics to analyze future cash flows.
What is Monte Carlo?
These 4 publications named Adero a top advisory firm in their award list this year.
Who are Forbes, Barrons, financial advisor magazine and Worth?
This person hopes to someday be a published author in creative writing (poetry and fiction).
Who is Leilah?
These 2 Aderans have 3 children each.
Who are Brian and Nancy?