Prior to forming Endevon, the three principals had established and developed a non-traditional fund group at a major private banking institution. The team members were responsible for manager selection, portfolio management, marketing, and administration. The team has handled hedge fund assets in excess of US$ 1 billion. Some of the advantages of investing with Endevon include the following: • Significant experience of principals in: - Fund manager selection - Managing portfolios - Consulting private clients • Endevon is dedicated to maintaining a small number of client relationships, in order to provide clients with comprehensive, proactive and dedicated client servicing • Singular focus on hedge fund investing • Endevon does not represent or market any third party funds, therefore avoiding any conflicts of interest • Endevon offers clients the ability to customize hedge fund portfolios depending upon each investor's unique risk/return objectives • Through the years, the principals of Endevon have developed an extensive network of fund managers, service provides and sophisticated clients
http://www.consultderivatives.com
The Derivatives Consulting Group (DCG) is a global independent advisory firm for all capital market participants who use derivatives. The company was established in 2003. DCG, together with its subsidiary, The Derivatives Consulting Group LLC in New York, provides services to a large number of leading investment and commercial banks, hedge funds, asset managers and industry utilities. Through a workforce of over 130 derivative professionals, the Derivatives Consulting Group is able to offer clients a wide range of advisory services, on all classes of derivatives.
http://www.cymricfamilyoffice.com
Cymric Family Office Services was founded in 1987 when The Brown Family retained the services of Patricia M Soldano. In 1996, the Brown Family sold Cymric Family Office Services to Pat Soldano, the current CEO and President, while remaining a client of the company. Cymric is an independent multifamily office, meaning no client families hold any stock in Cymric. It is owned exclusively by Patricia M. Soldano.
Lancea Partners Limited is an independent private equity, hedge fund and corporate finance advisory boutique based in London. It specialises in advisory and placement services for established and emerging alternative investment funds and emerging high growth companies. Lancea utilises its experienced team to provide senior "hands-on" execution for a select number of fund management and corporate clients each year. Lancea offers its clients an extensive range of services encompassing advice, structuring, preparation, and marketing of alternative investment funds (or their portfolios) and direct investment opportunities. Investors covered are predominantly institutional, corporate and other sophisticated investors based in the UK and Continental Europe but also investors in the USA, Middle East and Asia. Lancea obtains additional global reach through its network of alliances with similar firms in Europe, the USA and Asia, thereby enhancing and supporting distribution to potential investors. The Lancea network also comprises a number of specialist corporate advisers that can support specific tasks or geographic assignments. Lancea believes that the targeted approach of a cohesive group of seasoned individuals can often yield superior results and closer relationships with certain investors, particularly amongst family offices and specialised institutions, than the less flexible approach of a large placing house. This can be particularly important in the context of emerging funds and companies. The name LANCEA, Latin for "spear", underlines this philosophy. Founded in 2005, Lancea was formed through the merger of the respective businesses of its Partners in order to exploit synergies inherent in a collegiate approach to providing client driven services. All Lancea clients, from fund managers to corporates to investors, benefit from the partners' depth of experience in the distribution of venture capital, private equity and hedge funds, as well as public and private corporate advisory work.
MCM implements absolute return and alternative capital strategies for our Montecito and Santa Barbara clients seeking diversified, uncorrelated, non traditional asset management and wealth strategies. Santa Barbara and Montecito wealth management investment advisors serving families, high net worth individuals in alternative, legacy, protection based strategies. Investment advisors at brokerage institutions tend to follow traditional investment management techniques. Due to the size of the assets we manage, we have access to investment management strategies typically employed by institutions and foundations with assets in the billion dollar range. As traditional investment advisers invest according to a relative investment management model, we see absolute return investing as a better model as regardless of what the stock market returns, our investment management advisors employ strategies designed to make money regardless of capital market fluctuations or direction. Our Montecito and Santa Barbara based clients like working with Santa Barbara professionals who are directly involved in the investment management process, as opposed to a marketing firm. Our investment management firm does not have a marketing arm. We are a open architecture, independent investment adviser seeking to protect and grow the family wealth under our management. We act as stewards to the wealth, employing our investment management techniques and strategies for only a handful of clients in the Santa Barbara and Montecito area. We are a small firm of 18 professionals, 10 of which are investment and wealth management professionals including CPA's, CFP's and CFA's. Investment management and wealth management firms are changing to an alternative focus, away from traditional management. While these ideas are new to the Santa Barbara and Montecito investment community, these strategies have been successfully employed by the finest institutions (Yale, Harvard, Private family foundations, hospitals, endowments) for many years. With the future impossible to predict, many investors are weary of a black swan event that could severely damage the stock market. Our Montecito and Santa Barbara based investment clients seek protection but consistent, absolute, alternative, non-correlated returns. Many investors are frustrated with traditional, relative return style management which says if the market loses 20% and the manager only loses 15% - then that is a success. Absolute return style management says that is failure. Absolute return investment wealth management is accomplished by a few very good firms with one in Santa Barbara and one in Montecito. We believe we are one in Montecito.
http://www.salientpartners.com
Houston-based Salient Partners offers a comprehensive range of institutional-quality investment solutions and fiduciary services for private clients and institutions nationwide. Our solutions combine proven processes with innovative strategies, and provide access to asset classes and fund managers typically available only to large ($1 billion-plus) endowment funds. This enables us to tailor portfolios to highly-specific needs, growing clients' wealth in strong markets while preserving their assets in volatile or difficult markets. Salient and its principals invest the firm's money , and their own , alongside client capital, aligning our assets and interests with theirs. This "investment in common" philosophy has resonated with our clients: They trust us with more than $2 billion of their assets, and 90 percent of our business comes from client referrals.
http://www.truepointcapital.com
Truepoint Capital is a personal wealth advisory firm composed of a highly qualified team of financial specialists who work together to offer innovative solutions and services. Our practice is dedicated to providing an unsurpassed level of expertise to high-net-worth individuals and families as they pursue their financial objectives. Truepoint Capital was founded in 1990 by Michael J. Chasnoff, CFP. Truepoint was one of the first fee-only wealth management firms in Cincinnati as the practice was founded on the principle of always acting in the client's best interest. Guided by a fiduciary culture, Truepoint is recognized as one of the nation's leading advisory firms. The growth of our practice is largely attributable to the referrals generated by our clients, and for that, we are both extremely grateful and proud. Our focus is on cultivating long-term relationships and we are committed to remaining an independent, employee-owned firm with a clear focus on personalized service. Truepath Financial and Truepoint Capital are wholly-owned divisions of Truepoint, Inc. Our focus is on cultivating long-term relationships and we are committed to remaining an independent, employee-owned firm with a clear focus on personalized service. Meet the Truepoint Team.
Arrow Hedge Partners Inc. is an investment management company that specializes in providing access to high-quality hedge fund managers and multi-manager fund of funds to a wide range of clients including family offices, institutions, pension funds, and high-net-worth individuals. Arrow Hedge distinguishes itself as a hedge fund leader in Canada by adhering to three key principles - Focus, Risk Management, Integrity - in its products, investment philosophy, rigorous manager selection process, ongoing monitoring, and risk management procedures. Arrow Hedge maintains its commitment to investors, through monitoring each fund's composition, strategy and execution on a daily basis. It also provides investors with reliable and frequent fund reporting. This helps investors better understand and appreciate its investment strategies and expected results. Arrow Hedge Partners is a member of AIMA (Alternative Investment Management Association) and is a substantial co-investor in its own funds. Arrow Hedge Partners Inc. is headquartered in Toronto, with sales offices in Vancouver, Calgary, Montreal, and Geneva, Switzerland. Arrow Hedge currently manages more than $150 million on behalf of Canadian retail and institutional investors.
http://www.milleniumassociates.com
MilleniumAssociates is an independent mergers & acquisitions advisory firm specialising in the financial services industry with particular emphasis and experience in global wealth and asset management as well as insurance. The company, founded in May 2000 and based in Switzerland, provides mergers and acquisitions advice and strategy consulting for domestic and international clients across the entire range of wealth management and financial services businesses on a worldwide basis. This includes private banking, fund management, life and non life insurance, securities brokerage and other related businesses. MilleniumAssociates is not part of an integrated investment house and is therefore uniquely positioned to offer independent and un-conflicted advice in order to maximize shareholder value for its clients. MilleniumAssociates is in the sole ownership of its founding partners. The firm does not carry out related financial activities that often give rise to conflicts within financial groups. The Team has experienced participating in numerous transactions in the past few years covering key aspects including origination, valuation, due diligence and contract negotiations. The company also receives advice on a regular basis from a Global Advisory Board consisting of independent senior professionals from the financial services industry with extensive know-how and market reach and with significant global experience. MilleniumAssociates has entered into a Strategic Collaboration with Berkshire Capital Securities, the US-UK investment banking boutique and specialist financial services industry M&A advisory practice. The firm is currently involved in numerous active wealth management and other financial industry advisory projects. Assignments include supporting clients with expanding global strategies as well as those seeking to determine their ideal strategic options including partnerships and alliances. The ongoing mandates are both domestic and international in scope.
myCFO is a wealth-advisory firm which manages the complex financial lives of high-net-worth individuals through best-in-class professional services and advanced technology. myCFO offers unbiased and independent advice and services covering every aspect of wealth planning and management, including Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. A Client Service Director personally manages each client's wealth, complemented by Internet-based wealth management tools. myCFO is privately held with headquarters in Silicon Valley, Calif.
Bessemer Trust Company is a unique wealth management and investment advisory firm that has provided wealth management solutions to high-net-worth individuals and select institutions for more than 90 years. The firm supervises assets in excess of $35 billion, and provides a wide range of services including asset management, tax and estate planning, fiduciary counseling, family business planning and targeted philanthropy.
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