Lonsec provides specialist stockbroking services and research to financial advisers, to ensure than you have the in-depth knowledge to prepare relevant and up-to-the-minute proposals for the given risk profile of your clients. The two areas of service work closely so that you can obtain both information and insight into stocks, and the means to act upon that knowledge to obtain optimal results. While Lonsec offers a full service stockbroking facility to financial advisers, we can tailor our services to suit your needs. To learn more about our tailored services, please email us or call: Hugo Graves - 03 9623 6329 or Julie-Anne Burnicle - 02 9993 4454 Our stockbroking services include: Investment advice , objective advice as required Web-based information , research and portfolio management tools and services via our secure internet site more detail Model portfolios , core, income and LPT, our model portfolios have historically provided excellent returns* more detail Portfolio reviews , we can review existing clients' portfolios and make appropriate recommendations, as well as provide advice about the establishment of new portfolios Execution , transaction and settlement services Holistic end-to-end processing , our services fully integrate with XPLAN financial planning software Corporate action advice , timely advice on corporate actions * Model Portfolios are notional portfolios. Past performance is not an indicator of future performance.
http://www.royalfinancialpartners.com
Royal Financial Partners is an independent consulting firm. We are eminently qualified to help corporate officers, directors, and their investment committee members ensure that they: Clearly understand their fiduciary responsibilities. Have the necessary tools to perform their obligations with honesty, integrity, and competence. Take actions that will assure these fiduciaries that they have met their responsibilities to participants/beneficiaries, in an independent and purposeful manner. How We Help You: We will provide a framework for the simple and straightforward practices that define a prudent investment process for investment fiduciaries. We assist you in determining where you may be deficient in meeting your fiduciary responsibilities. The term "fiduciary" is inclusive of more than five million people who have the legal responsibility for managing someone else's money, including company officers, directors, and members of investment committees of retirement plans. Let Royal Financial Partners make your future more predictable by being your fiduciary expert. In addition, Royal Financial Partners is able to provide independent oversight and ongoing review and monitoring of investment options provided to employees. This oversight has become more important today in meeting the expectations set by the Department of Labor.
http://www.berthelschutter.com
Berthel Schutter LLC was founded in July of 1998 by the principals of the firm. Its sole focus is to provide completely independent investment consulting services. All revenues come directly from clients in "hard dollars". Berthel Schutter is 100% employee owned. There are no prior or current affiliations. Together, its principals offer over a half century of investment and fiduciary experience.
http://www.strategicanalysis.ca
Strategic Analysis Corporation has supplied intelligent market insight to investors for over 25 years. The corporation was founded as a research institute in 1978 by the late theoretician Dr. Verne Atrill. Dr. Atrill developed the proprietary valuation methodology that is the cornerstone of SAC's success. In 1992, current SAC Chairman and CEO C. Ross Healy led the corporation into the business world. A highly respected market authority, Mr. Healy regularly appears in print, radio and television investment commentary segments. The unique SAC valuation method involves the examination of corporate balance sheets and is applied to equity analysis. The result is accurate and extensive insight into the financial state of a company and revelations on the true value of its stock. The investment recommendations developed by SAC professionals are the result of thorough independent analysis through this objective method. These recommendations have a track record of success and are free of any bias or external influence. Coverage includes all stocks listed on the S&P 500 and S&P/TSX indices.
http://www.bogdahnconsulting.com
Bogdahn Consulting, LLC, is a Florida based independent investment consulting firm serving municipal pension plans, foundations and endowments. With the acquisition of Sentinel, the firm increases its area of expertise and broadens its sphere of influence to include the defined contribution and deferred compensation markets - serving over 150 clients primarily in the Southeastern and Midwestern United States.
Pillar is a fee-based independent firm with no proprietary products. You can expect a culture of straight talk, honesty and sound advice from us. Our product is The Best Advice We Can Give You. We are proud of the high caliber, fee-based services and success we deliver to our clients due to our exclusivity. We only work with clients that we trust, respect and who share our business and family values, we are not all things to all people. As a premier provider of private wealth management services we deliver a suite of white-glove services that cater to sophisticated and affluent families. Pillar maintains a $1 million investment account minimum and a $10,000 annual fee minimum. Our services are provided to a limited number of clients and we only accept new clients when we have determined that we can add substantial value to their financial lives. To discover if we are a good fit for each other and to have a fair and honest evaluation of your current wealth management status, contact us at (925)356-6780.
At Sierra Capital, LLC, we offer our clients investment expertise with thoroughly researched independent advice. We service high net worth private clients and business-owning families across the U.S. and Latin America. Our goal is to help them build a precise vision for the future of their investments and to unite their family across generations. Sierra Capital provides hands-on portfolio management and diligent investment consulting to clients worldwide. We initiate a "best of the best" approach by identifying the nations' leading asset managers and leveraging their expertise to build multi-manager investment portfolios comprised of both traditional and non-traditional strategies. Our firm continually assesses manager quality for their suitability to a given investment objective. Our mission is to provide the utmost in investment management service through due diligence and objectivity to meet the needs of our clients' unique situation.
MBO Cleary Advisors is dedicated to helping families build and preserve their wealth. Our Investment Management approach is centered around your goals, your needs and the current investment environment. We focus on long-term investment success and building long-term relationships. Every good investment advisory firm uses sophisticated modeling tools. The depth and breadth of our experience over multiple market cycles, in periods of rising and falling inflation, allows us to employ sound judgement to the decisions we make on your behalf.
http://www.summit-advisory.com
Summit Advisory Services is a financial planning and investment consulting firm located in St. Louis. Our team of financial planning professionals provide practical solutions to meet the financial needs of individuals and businesses alike. The cornerstone of our successful approach is a comprehensive, integrated analysis of a client's financial situation. Through this process, we identify areas on which to focus and develop a comprehensive strategy with complete, peace-of-mind solutions. We anticipate a long-term relationship with our clients, rather than a one-time transaction. If we can be of service to you, please do not hesitate to contact us at (314) 480.1393, or info@summit-advisory.com.
Lynx Investment Advisory is an investment consulting firm based in Washington, DC. Since 1992, Lynx has been providing independent advice and portfolio management expertise to a client base that includes endowments, foundations, ERISA Plans, and both U.S. and offshore high net worth individuals and families. Lynx does not manage money directly. Instead, we enhance the traditional investment process by finding, evaluating and selecting the most skilled and talented money managers available. Once we determine investment objectives and an optimal asset allocation for a client, we facilitate the hiring of selected managers (in some cases providing access to managers who would otherwise be closed to new investors) and provide ongoing performance monitoring and analysis of a client's investments. We ensure the portfolio's asset allocation continues to meet the client's objectives over time, and rebalance assets if appropriate. Since Lynx does not receive any compensation from money managers, the selection (and possible termination) processes are completely objective and unbiased. Lynx has over $1 billion under advisement on behalf of institutional and affluent individual clients worldwide. Our professional staff consists of both highly trained and seasoned individuals, many who hold advanced degrees and/or CFA designations. We are committed to always placing our clients' interests first and are focused on building long lasting relationships based on trust and expertise. Lynx's high client retention rate is testament to the confidence clients have in Lynx and our commitment to excellence.
http://www.advisory-services.com
Advisory Services & Investments is an independent investment consulting firm based in Bend, Oregon, with offices in Seattle and Portland. ASI provides its individual, corporate and non-profit clients with unbiased expertise in investment advising and fiduciary guidance. With no incentives to recommend certain investment products over others, ASI's only focus is on defining its clients' investment goals and creating strategies to achieve them. With more than $550 million in assets under advisement, ASI is one of the premier investment advisory firms in the Pacific Northwest. Find out more by calling 541-617-0898, 1-800-377-1449, or go online to www.advisory-services.com.
http://www.consoris-capital.com
Consoris Capital is a boutique IPO advisory and investment consulting firm serving East European companies seeking access to public equity markets; as well as individual & corporate investors and entrepreneurs interested in doing business in Ukraine. Our company is based in the greater New York area with significant number of our team members located in Ukraine. This provides our clients with opportunity to benefit from our local knowledge of almost every aspect which may have an influence on doing business in Ukraine as well as provides us with the opportunity to address our clients' needs more effectively via direct communication. We pride ourselves by providing services to the highest level of customer satisfaction. This is achieved by a combination of extensive educational background of our members (including PhD, JD, MBA, CFA, MS degrees and designations), years of work experience in leading American and European financial services companies & academic institutions and exceptional customer service.
http://www.bourneparkcapital.com
Bourne Park Capital is an independent hedge fund investment consulting and structuring company with principal offices in London and Zurich. Established in 1999, the company provides a full range of hedge fund investment related services for German, Austrian and Swiss institutional investors, family offices and private banks.
Colonial Consulting prides itself in setting the bar for objectivity while working with clients. In no manner are our recommendations influenced by outside parties. We do very little, if any, project related consulting. Instead, we have an asset or performance based fee that includes all services. Thus, our advice and recommendations are solely based on our efforts to add value to investment results.
Prim Capital Corporation was founded to provide objective financial planning and investment counsel; individualized, long-term financial planning; and investment strategies for individuals, trusts and institutions. Headquartered in Cleveland, Ohio, Prim Capital blends the diverse talents of its principals into a cohesive team approach to solving client objectives. Prim Advisors, Inc., a Registered Investment Advisor (RIA), offers clients access to world-class money managers at account minimums that are typically significantly lower than those required if accessing the managers directly. In addition, Prim Advisors has its own internal mutual fund wrap program. Prim Securities is a licensed broker-dealer and is a member of both the NASD and the SIPC. Prim Securities utilizes National Financial Services for custodial and clearing services. Prim Financial Planning offers comprehensive financial planning services, including tax and estate planning. Prim Retirement Plan Consulting offers independent, vendor-neutral consulting and advising for 401k's, 403b's, and other retirement plans.
http://www.lexingtonwealth.com
Lexington Wealth is a boutique, fee-only, conflict free investment advisory firm that provides concierge services. Established in 1997, the firm is based in Boston and Manhattan and serves high net worth individuals with an emphasis on those who have gained wealth through life transitions (i.e., the sale of a business, a divorce, an inheritance). Our practice has come a long way in a decade, growing under the leadership of co-founders Mike Tucci and Kristine Porcaro into a unique independent advisory firm with a specialized focus on personalized attention and innovative investing. Using a novel approach to relationships and portfolios, we develop a comprehensive understanding of clients' lives and then leverages world-class research, a best-in-class reporting package and forward-thinking investment strategies to protect and nurture client wealth down through generations. The well-being of our clients is what matters most to us, and to preserve that outlook we don't have any proprietary products to push. We believe in the concept of "open architecture" investing: choosing the best investment products and services based our clients' individual needs, unencumbered by commission concerns or soft-dollar considerations that can cloud objectivity. We also recognize that wealth is an emotional minefield. Leaving that off the table of wealth management would be missing the point - we embrace the fact that financial decisions during major life events are profoundly impacted by a client's state of mind. That's why we're one of the first wealth management firms in the country to engage a psychologist as part of our team. In fact, because our clients often turn to us to help them cope with life-changing events, we also work closely with CPAs, estate executors or attorneys, and divorce attorneys to address a particular client's unique circumstances.
Kamsky Associates, Inc. (KAI) is a leading merchant bank, financial advisory firm, and foreign investment market consultancy. KAI was founded by Virginia Kamsky in Beijing in 1980. It was one of the first 20 American companies licensed to open an office in China. Since then, KAI has helped Western and Chinese companies to consummate deals worth over US $7.5 billion. KAI has remained at the forefront of the Chinese marketplace responsible for a number of "firsts" including creating the first wholly foreign owned enterprise in China for a major US industrial company, attaining the first insurance license for a foreign entity, and establishing the first foreign-invested major multi-use (commercial / residential / retail) real estate development project in China. KAI has also arranged financing for major projects throughout a range of industrial sectors for foreign-invested projects in China, and also for Chinese investment in overseas markets. KAI created and acted as principal and general manager for a private equity investment fund for investment in China. In addition, KAI has acted in an advisory capacity to Chinese publicly-listed companies on overseas stock exchanges. We are proud to say that no company has more on the ground investment advisory experience in China than KAI. KAI offers a full range of services focused on identifying and capitalizing on investment opportunities, these include market-entry analysis, deal financing, identification of partners and locations, due diligence, assistance in obtaining of licenses, re-structuring existing ventures, and advising Chinese companies in overseas investments. The Chinese written language is a series of word pictures, or ideograms. More than other scripts, oriental ideograms carry a symbolic meaning, which is why the choice of the Chinese character kai for Kamsky Associates, Inc. seems most appropriate. Kai means "openness" and implies "development," which neatly summarizes the process of reform that China has been undergoing since 1978. KAI specialists have rich experience in dealing with a complex market. KAI understands the importance of relationships, flexibility, commitment, patience and perseverance - qualities prized in oriental cultures. With its years of experience, intimate understanding of operating in China, and extensive contacts in both government and business, KAI is well positioned to assist clients in taking advantage of the many opportunities that China has to offer.
http://www.summitstrategies.com
Summit Strategies Group is a consulting firm dedicated to providing a comprehensive range of conflict-free services to a nationwide client base of corporate, public and Taft-Hartley pension funds; corporate and state sponsored defined contribution plans; corporate taxable and non-taxable VEBA trusts; insurance reserves; hospital assets; and charitable foundations and endowments. These services include strategy development, implementation, and monitoring of our client's total portfolio. We do this by building relationships with our clients based on trust, fiduciary responsibility, industry expertise and willingness to state and support our beliefs.
Chessiecap offers the highest level of investment banking solutions for growth and technology companies in the Mid-Atlantic region. We achieve value and wealth for founders, investors and executives through M&A and private placements. Doug Schmidt, one of the region's most experienced and respected investment bankers, leads Chessiecap in bringing to our clients Wall Street experience, coupled with technology and strategy advice. Chessiecap clients are trusted and well-prepared. Our clients stand above the clutter and confusion, providing clear messages and choices for buyers and investors. Our methodology strengthens growth and middle market companies and accelerates their access to the capital markets. Chessiecap is a true expert in investment banking, including mergers and acquisitions, private placements, strategic advice, and valuations and fairness opinions. We leverage deep market experience, a national network of investors and buyers, and a disciplined, proven process to deliver successful transactions.
Privacy Policy | Terms and Conditions | Do Not Sell My Personal Information | Websites Directory
Copyright © 2022 kwtbox.com. All Rights Reserved. US Business Directory