![Jim Schlager](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James F.
Schlager is a Founder & Managing Partner at Running Point Capital Advisors LLC.
He brings more than 30 years of experience in financial planning, asset management, tax, trusts and estates, insurance, and business management to the establishment of a firm dedicated to his long-held vision: that clients are best served by integrating a team of financial services experts under a single roof.
In 2020, he launched Running Point Capital Advisors to realize his unique vision, a firm that comprises a team of financial experts to help families and family business owners achieve financial prosperity and security.
His ability to integrate and execute these offerings is the result of decades of expertise and experience.
After co-founding Financial Security Group in Bellevue, Washington, he merged the company with one of the largest public accounting firms in the country, Moss Adams LLP, in 2001.
The result of the merger was a wealth management firm ahead of its time, one that offered seamless, integrated services including financial planning, asset management, tax, insurance, and estate planning.
Anciens postes connus de Jim Schlager
| Sociétés | Poste | Fin |
|---|---|---|
Running Point Capital Advisors LLC
 Running Point Capital Advisors LLC Investment ManagersFinance Running Point’s investment process focuses on asset allocation, maximizing after-tax returns, and the risk return characteristics of investments rather than traditional asset class labels. The approach assesses and diversifies the portfolio at the level of liquidity, risk, and return streams, rather than at the level of specific asset class labels such as stocks, bonds, or real estate. | Directeur Général | 01/02/2026 |
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| Entreprise privées | 1 |
|---|---|
Running Point Capital Advisors LLC
Running Point Capital Advisors LLC Investment ManagersFinance Running Point’s investment process focuses on asset allocation, maximizing after-tax returns, and the risk return characteristics of investments rather than traditional asset class labels. The approach assesses and diversifies the portfolio at the level of liquidity, risk, and return streams, rather than at the level of specific asset class labels such as stocks, bonds, or real estate. | Finance |
