PORTLAND — Bigelow Investment Advisors is teaming up with Wind River Capital Management, an investment advisory firm with offices in Brunswick and Ellsworth. The combined organization will be known as Bigelow Investment Advisors.
Based in Portland, Bigelow Investment Advisors was founded in 2007 around the core principles of a low client-advisor ratio, personalized and inclusive client services and an integrated approach to investment management and financial planning. Since inception, the company has experienced steady growth, expanding its base of both individual and institutional client relationships. With Wind River, the combined company will manage approximately $300 million in client assets.
Wind River was incorporated in 1993 in Ellsworth before expanding to Brunswick in 2005. The Midcoast firm brings a diverse base of clients with over $80 million in combined assets under management. Ben Wootten and Bill Hunter will continue to care for their clients from their offices in Ellsworth and Brunswick as principals of Bigelow.
“Bill and I view this as a terrific opportunity to offer our clients an expanded range of services while maintaining close contact and individualized attention,” Wootten said. “We are pleased to be joining the Bigelow team and look forward to working together.”
Bigelow’s partnership with Wind River marks a new chapter for both firms, one that combines more than 150 years of investment experience to create an increasingly diverse organization that is better suited to meet the needs of an expanding client base.
“We are excited about our combined ability to serve clients throughout the region,” said Kathryn Dion, Bigelow’s president and co-founder. “The depth of collective experience and expertise of our professionals will ensure that we can provide exceptional service for generations to come.”
For further information about the services and team at Bigelow, visit www.bigelowadvisors.com.