Important Updates, News, and Media
A selection of our recent client communications and informational articles.
To Our Valued Clients
I have been privileged to work for this organization for 30 years and have been honored to serve as our CEO since 2015.
2024 marks an extraordinary milestone in our history — our 40th anniversary! As I reflect on this, I feel it’s important to pay tribute to the commitment and dedication of all the members of our Investmark family, past and present, who have made our organization what it is today — a leader in providing comprehensive, consultative wealth management services and guidance.
This is an exciting time, and several initiatives are planned to commemorate this special occasion, including the creation of our commemorative 40th anniversary logo and our redesigned website.
I would be remiss if I did not acknowledge the entrepreneurial vision of our founder, Bob Parker, who realized earlier than most that Wall Street firms were not the best model for serving clients' best interests, and that an independent firm — not beholden to shareholders and corporate interests — could offer clients a more comprehensive, personalized, and effective experience.
This vision was further realized when Bill Bowman joined, leading to the birth of Investmark. Jay Diamond came on board a few short years later and was instrumental in our evolution as an independent, client-centric, financial planning firm.
I would also like to acknowledge Rich Pease, who joined the firm at the start as a highly accomplished advertising executive. He was instrumental in creating Investmark's logo and signature message, which is still in use today — "The Direction of Wealth."
I am happy that Bob, Bill, and Rich are enjoying retirement, and I am sure they are proud that Investmark is stronger than ever. On behalf of our current team of professionals and our more than 500 clients, I salute your outstanding careers, integrity, and guidance!
Additionally, It is very exciting to announce that Investmark passed the $1 billion mark in assets under advisement this year (as of 7/12/2024) — a significant milestone for our firm. As I look ahead, our current team of leaders, professionals, and staff is undoubtedly the most substantial, well-rounded group we have ever had, and I am confident and excited about our continuing evolution.
Most importantly, I want to sincerely thank you and all our clients for the opportunity to help you pursue your goals with confidence. We look forward to helping you reach many more milestones in the years ahead!
Best regards,
Mike Kusick, CFP®
CEO
Investmark Recognized as a Top Advisor
We are very pleased to announce that Financial Advisor Magazine, a leading industry publication, has again ranked Investmark Advisory Group among the Top 500 Registered Investment Advisors in the country.
2024 Top 500 Registered Investment Advisors. Created by Financial Advisor Magazine. Presented in August 2024 based on data gathered in the last two years. 431 firms were considered, 500 firms were recognized. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.
Commonwealth Ranked #1 in J.D. Power Study
As an independent firm, it is vitally important that we have strong, reliable partners to support our mission of helping you achieve your wealth management and retirement planning goals. With that in mind, we thought you'd like to know that Commonwealth Financial Network has been recognized by J.D. Power again this year for overall satisfaction among independent advisors.
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018–2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study.
Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.
Visit jdpower.com/awards for more details.
Investmark Advisor's Humanitarian Mission
We are very proud that Nick Christie, CFP®, Investmark advisor and Chief Investment Officer, has been actively volunteering in Poland to assist in the efforts to help Ukrainian refugees. We hope you'll join us in wishing him and the Knights of Columbus safe travels and success for these important humanitarian endeavors.
Jay M. Diamond Selected for 2026 Women’s Choice Award
We are very proud to announce that Investmark Managing Principal and Chief Market Strategist Jay M. Diamond, MBA has received the Women's Choice Award for 2026 for continuing to demonstrate a strong commitment to providing exemplary services for female clientele. This is the 12th year in a row Jay has garnered this recognition.
2014-2026 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Please visit https://womenschoiceaward.com/financial-advisors/diamond for more award information and important disclosures.
Investmark Advisor Rob Iannazzo Rescues Family Member from Ida!
The Investmark team is extremely proud of our colleague, Rob Iannazzo, who leapt into action to help evacuate his cousin who was stranded in New Orleans as a result of hurricane Ida. Rob’s outstanding efforts were featured in this story on News 12 over the weekend. We congratulate Rob on his selflessness and quick action – he certainly ‘walks the walk’ and is an inspiration to all of us!
The Value of an Advisor
While this will be "old news" for our clients, we thought it would be helpful for those new to Investmark to discuss the ways that working with us adds "advisor alpha" and helps keep you moving in the Direction of Wealth.
