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  • www.rogersadvisors.com
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Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We..
Relevance: 27.946806
  • leighbaldwinadvisory.com
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Leigh Baldwin & Co. (LBC), LLC has been an SEC registered RIA since June of 2008. We manage discretionary account portfolios based upon the client's risk tolerance, future goals, and financial well-being. LBC Advisory Services offers clients..
Relevance: 27.490627
  • investwithselect.com
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Select is partnered with Accilent Capital Management Inc., which is a boutique investment firm in the heart of Toronto, in business since 2002. Accilent specializes in discretionary asset management and alternative asset and commodities funds, and as..
Relevance: 27.467512
  • www.aksia.com
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Aksia is a specialist research and portfolio advisory firm providing alternative investment solutions to institutional investors... Aksia provides a spectrum of services from non-discretionary to discretionary depending upon each client's..
Relevance: 27.467232
  • www.smmegranteessupport.org.za
Welcome to the Services SETA SMME Project Management Portal. This portal is designed specifically by the Services SETA in partnership with a reputable service provider for the benefit of entities that were successfully allocated Discretionary Grants...
Relevance: 27.39481
  • www.valentisadvisors.com
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Valentis Advisors Pvt Ltd (formerly known as Veda Investment Managers Pvt Ltd) was founded by Jyotivardhan Jaipuria in 2015 after his 21 year stint with DSP Merrill Lynch to offer investment management services. We obtained a Portfolio Management..
Relevance: 27.373466
  • agreyacapital.com
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Agreya Capital is a SEBI registered portfolio management service provider bearing SEBI registration number INP000006077 offering both discretionary and non-discretionary fund management services. Agreya means "First" in Sanskrit as we aim to become..
Relevance: 27.173428
  • www.japfm.com
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Our investment services are available on both a Discretionary and Advisory basis. Discretionary Management is our core service and allows clients to hand over day-to-day investment decision-making on their portfolio to our experienced Investment..
Relevance: 27.142307
  • www.presidiofinancialadvisors.com
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Presidio Financial Advisors is a registered investment advisory providing discretionary investment and consulting services. As a fiduciary, I have a fundamental obligation to act in my clients' best interests, not my own...
Relevance: 26.875381
  • sophis.co
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Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services... We are a research-intensive, fundamental value investor in the public markets. We offer concentrated investment..
Relevance: 26.868986
  • www.pulsemarkets.com.au
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Pulse Markets is a diversified financial services operation specialising in ECM's/Corporate Advisory, Derivatives and Managed Discretionary Accounts. We cater a range of options for SMSF's, sophisticated investors and institutional clients...
Relevance: 26.834433
  • www.ironshorefinancial.com
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Ironshore Financial is a uniquely qualified trusted advisor and co-fiduciary to retirement plan sponsors. Ironshore's focus on participant-directed retirement plans shapes our philosophy that clients are better served by an investment evaluation..
Relevance: 26.790281
  • netherby.com
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Netherby provides individual account investment allocation, portfolio management, re-balancing, reporting and account aggregation to clients... Netherby offers discretionary financial planning asset management services for Individuals, families,..
Relevance: 26.722782
  • www.duncanturnerassociates.com
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Duncan Turner Associates are specialists in Will Writing including Trust Wills (Property Trusts and Discretionary Trusts), making Lasting Powers of Attorney and Probate services... We provide a complete consultancy service which includes the..
Relevance: 26.716524
  • www.fairbankim.ca
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Fairbank Investment Management is an independent investment advisory firm founded in 2009. The Fairbank name has a history... We provide discretionary investment management services to private clients, charitable foundations, and smaller..
Relevance: 26.551277
  • www.wealthcaregdx.com
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Wealthcare Capital Management LLC (WCM) is contractually engaged by WCAP to provide financial planning, discretionary investment management and non-discretionary advisory services to WCAP clients. The financial planning process WCAP uses was..
Relevance: 26.502794
  • www.heckcapital.com
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Heck Capital is an Independent Registered Investment Advisory (RIA) Firm that provides comprehensive investment management, personalized advice, and strategic financial guidance. We serve goal-driven individuals, families, established institutions,..
Relevance: 26.502483
  • www.saylorwealth.com
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Cambridge Investment Research Advisors, Inc. offers investment advisory services to retail investors. These services include asset management, financial planning and consulting, retirement planning and consulting, and wrap fee programs. We also..
Relevance: 26.388071
  • www.lauercapital.com
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Lauer Capital Management Ltd. is an independent, SEC registered investment advisory firm located in Sioux Falls, South Dakota. We are a trusted partner to our clients, providing them with personalized discretionary investment management services...
Relevance: 26.310005
  • ca.rbcwealthmanagement.com
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As Canada's largest Investment Dealer, RBC Dominion Securities can provide a vast range of securities, including equities, fixed income products, mutual funds, segregated funds and other types of investments. I manage RRSPs, RRIFs, RESPs, TFSAs,..
Relevance: 26.293072
  • www.hymansinvestmentservices.co.uk
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Hymans Robertson Investment Services (HRIS) is a retail discretionary fund manager (DFM) specialising in managing model portfolios. We are part of the Hymans Robertson group, which supports many of the largest UK institutional pension funds...
Relevance: 26.2337
  • www.fs-trust.com
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FST is an affiliate of Fi-Tek Group, a premier provider of services and solutions to trust banks, RIAs, and hedge funds. FST provides trust accounting services through Fi-Tek's industry leading proprietary platform, Global WealthES... FST is an..
Relevance: 26.06441
  • capitalwealthplanning.com
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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately..
Relevance: 25.992922
  • akhz.eu
The equity & debt solutions team within AKHZ is responsible for all equity and debt-related offerings for our businesspartners. AKHZ covers a wide scope, including capital market activities, brokerage ideas, tactical strategies, as well as..
Relevance: 25.96666
  • researchforeducation.com
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IDS provides consulting services to help organizations quantify their needs and identify sources of funding so that they can implement evidence-based programs and services to improve the lives of children and families. Our clients have won over $100..
Relevance: 25.763853
  • ca.rbcwealthmanagement.com
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I offer discretionary wealth management services to individuals and families with high net assets. Combining integrity, competence and transparency, I advocate an approach focused on risk control, taxation of investment income and a global vision of..
Relevance: 25.671713
  • www.weidaam.com
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Wei Da Asset Management provides fund management and discretionary portfolio management services to family offices, high net worth individuals and institutional investors. It is a licensed corporation under SFC Type 9 (asset management) businesses..
Relevance: 25.632204
  • ab-invest.net
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Established in 1996 as the first independent investment banking firm in Jordan, AB Invest pioneered integrated investment banking services that include asset management, brokerage, investment banking, and more recently, private equity... AB Invest..
Relevance: 25.602543
  • patientcapital.com
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PATIENT CAPITAL MANAGEMENT INC. is an independent investment counseling firm founded in 2000 with the sole purpose of preserving and growing wealth... Patient Capital Management provides discretionary investment management services to individuals..
Relevance: 25.537533
  • transwesterninvest.com
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Transwestern Investment Group (TIG) is an independent real estate investment management firm that serves a broad range of investors through a diversified array of discretionary and non-discretionary investment vehicles. Through the firm's "Investors..
Relevance: 25.452908