Who We Are
Anakainōsis | Management is a small firm by design. We were founded in Charleston, South Carolina on a simple and somewhat old-fashioned premise: that a family's wealth deserves the full, undivided attention of people who answer only to that family. We keep our roster of families deliberately limited, so that the work stays close, personal, and unhurried — the way the best counsel has always been.
We prize independence, clarity, and the long view. We are fee-only, which means our advice is never for sale to a product. We are integrated, which means investment, tax, estate, insurance, and technology are one conversation rather than five. And we are patient, because the families we serve are building something meant to outlast all of us. What follows is who we are — the people, the principles, and the convictions behind the firm.
FOUNDER & CHIEF EXECUTIVE OFFICERB. Marcus Reid Jr.
Anakainōsis | Management was founded by B. Marcus Reid Jr. to do wealth management the way he believed it ought to be done — independently, integrated, and in service of something more durable than the next quarter. The firm's name is his thesis in a single Greek word: anakainōsis, renewal. Marcus built Heritage on the conviction that a family's wealth is not merely a balance to be preserved but a trust to be renewed in each generation — examined, ordered, and bent toward purpose.
That conviction has roots. Marcus earned his bachelor's degree in philosophy from Wofford College and a master's in management from Wake Forest University — an unusual pairing that turned out to be the right one. Philosophy taught him to reason from first principles and to distrust easy answers; management taught him to build the systems that turn principle into practice. He approaches a family's finances the way he was trained to approach a hard question: patiently, rigorously, and with attention to what actually matters beneath the noise.
He began his career in consulting at Deloitte, where he advised on large-scale asset management for the Department of Defense — work that demanded analytical discipline, fiduciary seriousness, and a deep respect for stewarding resources that belong to others. From there he moved into private practice with Northwestern Mutual, where the work became personal: sitting across the table from families, building the protection and planning foundations beneath their lives, and learning that trust, in this profession, is earned one honest conversation at a time.
The decision to build something of his own followed naturally. Marcus set out on the independent path deliberately — choosing a fee-only model with no product shelf and no outside capital, so that the firm would answer to its families and to no one else. He structured Anakainōsis as a holding company, with Heritage as its registered investment advisory practice, Aegis Isurance partners as its insurance arm, and ATEK as a separate private fund, ensuring that the firm managing family capital would never be beholden to a product, a parent, or an investor's timeline. It is, by design, the firm he wished had existed.
Marcus lives and works in Charleston, South Carolina, where the eight-pillar framework at the heart of the firm — a discipline of life as much as of money, anchored in the renewal of Romans 12:2 — shapes how he leads. His ambitions for Heritage run well past assets under management: a standard of stewardship, a practice of plain and honest counsel, and ultimately a broader effort to advance genuine wealth literacy among the families and the rising generation he serves. He measures the firm not by its size, which he intends to keep small, but by whether the families who trust it become, in every sense, better stewards for having done so.
LEAD ANALYSTBradford Collins
Bradford carries two roles that, in this house, belong together. As Lead Analyst, he is the engine of the research and portfolio work — building and stress-testing the models behind every recommendation, monitoring positions through changing markets, and turning data into the clear analysis on which good decisions rest. As Junior Client Advisor, he works alongside Cybill in the family relationship, preparing the materials families actually see and ensuring continuity at every step.
He represents, in many ways, the next generation of the house taking shape — learning the craft from the ground up, with the rigor the work demands.
The Advisory Circle
Around the house stands a small circle of counselors — men and women of long accomplishment who lend the house their judgment, and, on occasion, their introductions. The circle holds no seats and manages no capital. Its members do something rarer: they vouch. Most families who come to Anakainōsis arrive by way of a name in this circle, and the circle's standards are, in practice, the house's front door.