As we look back over the last year, we’re incredibly grateful and blessed to have the best clients in the whole world! One thing you all have in common is that you’re out there making the world a better place for everyone…and that’s something we truly respect and get excited
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Company News
Here’s what’s happening at Quo Vadis
2013: How can we help you and your family?
Cambridge Named 2012 Broker-Dealer of the Year
NEWS RELEASE One of the most coveted honors in the independent Broker-Dealer channel: Investment Advisor magazine’s annual poll of Rep-Advisors’ judging their Broker-Dealer Honolulu, HI – August 31, 2012– Andy Pike and Kelly Williams of Quo Vadis Financial announced today their broker-dealer, Cambridge Investment Research, Inc. (Cambridge) was named by
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Andy’s an AIF!
That’s not a typo; it’s an Accredited Investment Fiduciary. Basically, it means he got a lot of training, passed a hard exam, vows to continually get trained, and agrees to a code of ethics to always act in the best interests of you, our clients. What an AIF, eh? Learn
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We’re Moving!
And we’re really excited. As of Monday, February 27, 2012, Quo Vadis Financial Management will be serving you from our new offices at 1221 Kapiolani, Ste 1008; Honolulu, HI 96814. You can find us right across the street from the Honolulu Design Center. Our new offices are bigger, brighter, and
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Q1 Travel Schedule
QV is on the road (or in the air) again! Here’s when we’ll be in your neck of the woods… Southern California – March 8 – 11, 2012 Chicago, IL – March 12 -14, 2012 Madison, WI – March 14 – 16, 2012 Cincinnati/Dayton, OH & Louisville, KY – March
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Christmas Trolley Ride
The Quo Vadis family invites your family to join us for some Christmas cheer on Saturday, December 10, 2011. Enjoy hot chocolate, baked goodies and holiday photos before riding a private Christmas Trolley through the Downtown Honolulu City Lights. Call Debbie at 808-447-0564 to reserve your space. Happy Holidays! Christmas
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How I got here (the Andy version)
by Andy Pike Not to be outdone by Kelly (although he did a fantastic job writing his life story), I thought I’d give you all an idea of how I ended up here. I was born in Cincinnati, Ohio in 1959…oh wait, it might take too long to give you
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How I got here
by Kelly Williams One of my favorite things about summer when I was little was visiting family. We used to go to my grandmother’s house in Arkansas. She had this great old farm house with a hay barn, a dairy barn, and a pond. My cousins and I spent so
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2010 Cambridge National Conference
Quo Vadis Financial members will be attending the 2010 Cambridge National Conference in Kansas City, Missouri, September 22 -25 at the Kansas City Convention Center.
Press Release: Financial Firm Rejects Millionaires
FOR IMMEDIATE RELEASE Contact: Wendy Welch Company: Good and Evil Creative for Quo Vadis Financial Web Site: www.quovadisfinancial.com E-Mail: wendy@goodandevilcreative.com FINANCIAL FIRM REJECTS MILLIONAIRES HONOLULU, Hawaii (6/7/10) –- Think you’re too poor for a financial advisor? One new financial firm doesn’t. Quo Vadis Financial is opening its doors without an
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