June 3, 2017
I believe that every successful organization is built on teamwork. Each individual on the team is as important as the other in achieving the goals of the group. In this regard, I have some exciting news to share with all of our valued clients, partners, & friends. We have been fortunate through our 40 years at Gerald L. Ray & Associates, Ltd. It is now time, given the growth of our association, to reward these outstanding individuals responsible for our success and the success of our clients. Accordingly, we are in the process of creating a new partnership arrangement with our portfolio managers. Our new firm Wealthstreet Investment Advisors, LLC will reward their years of service in helping our clients reach their financial goals. The partnership will include Joe Ray, Michael Kane, Michael Beck, Lynette Heil and Leslie Reynoso. Management of the portfolios will not change and our investment strategy of highly customized portfolios will remain our focus. All of your dedicated service personnel will be a part of the new organization. At Wealthstreet, we will strive to continue to improve your client experience.
The change in corporate structure is expected to close June 30th and the transition to conclude by the end of the year. Please do not hesitate to call us if you have any questions. We look forward to the next “40” years!
Gerald L. Ray
Gerald L. Ray and Associates, Ltd. Chairman
Wealthstreet Investment Advisors, LLC Managing Director