Naperville, IL (2019)
Sebold Capital Management, Inc., an independent fee-only wealth management firm continues its growth strategy with the acquisition of assets of Stafford Wells Advisors, Inc. of Chicago, Illinois.
Stafford Wells Advisors, Inc. was founded by Susan J. Templeton in 2008 to bring her background in corporate and foundation investment management to serve high-net worth investors in a fee-only advisory model.
Susan will continue to manage her clients with Sebold Capital Management, Inc. and will be a member of the Investment Research Committee. She will also continue her role as consultant for two Midwest family offices.
Prior to founding Stafford Wells, Susan was a partner with QIS Advisors, a quantitative money management firm. In 1996 Susan became CEO and President of Templeton Associates, which provided strategy, portfolio design, and marketing for institutional investment advisors. Susan also managed and led two mutual fund companies, The Newton Funds (a subsidiary of the M&I Corporation) and the William Blair Mutual Funds.
“I have built our growth and reputation on a foundation of trust, service and results,” Susan Templeton said. “Joining Sebold Capital’s team allows me to take advantage of their very strong operational infrastructure while maintaining a high-level of client service with the investment expertise I have built in my career.”
Susan is an independent director of Claridge’s Trust Company and Marshall Street Capital, where she serves on the investment and audit committee, and is on the Advisory Board of Seyen Capital, a Chicago-based early stage venture capital firm. Susan is also on the Board of Directors of Ryan Banks Academy and is founding Chair (former) of the Planned Giving Committee for the Advocate Foundation.
“We work on behalf of our clients, with a personal approach to their portfolio – one that makes the most sense for their needs, both now and for their future,” said Sean Sebold, President of Sebold Capital Management, Inc. “I am looking forward to working with Susan and her clients as we continue to grow our firm.”
Sebold Capital Management, Inc. is an independent fee-only wealth management firm that creates value for high net-worth clients, their families and entities. We commit to putting our client’s needs first, providing services guided by their priorities. We work to accomplish our client’s goals by utilizing a holistic view of assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.