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31-60 of 274 results

  • www.firstavenuecounsel.com
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Your portfolio manager at First Avenue is a fiduciary. That means we have a duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions must be independent and free of bias. As fiduciaries, we are..
Relevance: 35.875782
  • farquharson.com.au
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Established on the 4th July 2007 and located on Sydney's lower North Shore, Farquharson Securities (FS) provides Fixed Income services to wholesale & middle market clients free of charge. FS, with its wealth of investment experience, delivers an..
Relevance: 35.58774
  • jacksongrant.us
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If you are curious and want to learn more, please give us a call. Let's find out if we are the right firm for you now and for future generations... When I founded Jackson, Grant after a decade in law and management on Wall Street, my goal was to..
Relevance: 35.537792
  • www.zwjic.com
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ZWJ is an independently owned money management firm serving clients with trusted investment counsel for over four decades... Your ZWJ team strives to take care of you and your portfolio like it's our own, applying both expertise and empathy to help..
Relevance: 35.47529
  • www.goodreid.com
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Founded as Goodreid Investment Strategy in 1986 as part of a large North American brokerage, today Goodreid Investment Counsel is a private, employee-owned investment management firm that focuses primarily on the needs of high net worth families,..
Relevance: 34.870445
  • www.afsplanning.com
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Our founder has been in the financial services business since 1986, and each of our advisors have over 25 years of industry experience. Our combined years of experience enables us to help our clients navigate a prudent path through their journey in..
Relevance: 34.696304
  • www.moconsultancy.co.uk
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Depending on client requirements MOC&I is able to offer a variety of solutions ranging from operational roles on an interim and/or project management basis, to advisory non executive counsel and mentoring. Since 2005 MOC&I has been actively involved..
Relevance: 34.08289
  • www.byrneasset.com
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Byrne Asset Management LLC is an independent, fiduciary, fee-only SEC registered investment advisor. Based in Central New Jersey, we serve clients nationwide... Our portfolio managers average over 30 years of experience investing for mutual funds,..
Relevance: 33.986916
  • ca.rbcwealthmanagement.com
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We offer our clients complete wealth management services, the fees for which are included in the portfolio investment management fee (or commission)... Forster Wealth Management of RBC Dominion Securities is dedicated to serving individuals,..
Relevance: 33.962498
  • sanadvocates.co.ke
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Established in February, 2019, we have enjoyed a steady rise, and therefore continue to cut a niche in our areas of practice which are Litigation & ADR, Real Estate, Legal Audits & Consultancies, Financing & Investment Planning and Portfolio..
Relevance: 33.413334
  • www.irisassetmanagement.com
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Iris is comprised of a team of highly regarded investment professionals. The team is led by Juliette John, who has over 20 years of experience in trading, security selection and portfolio management on behalf of institutional clients. Juliette is..
Relevance: 33.299507
  • www.vstogionline.com
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VSTOGi is an one-stop shopping solution for all your Wealth Management needs brought to you by a well established AMFI registered mutual funds distributor, VSTOGi FiNANCiALS for their clients' ease of management. With our dedicated online tracking..
Relevance: 33.159695
  • savantwealth.com
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Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it..
Relevance: 32.94998
  • www.sonaltmehta.com
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Sonal T Mehta Wealth Planner is a one-stop personal finance service provider for individuals and corporate. We are in business of advising, executing and managing portfolio within carefully designed process framework in order to build wealth and save..
Relevance: 32.478436
  • finebwealth.com
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CI Private Wealth, a division of CI Private Counsel LP, is comprised of highly experienced and accredited wealth management specialists who provide a unique wealth advisory experience for some of Canada's wealthiest individuals and families... At CI..
Relevance: 32.37893
  • www.jchood.com
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At JC Hood Investment Counsel, we are licensed Portfolio Managers; we manage your money, commission free, at an all inclusive fee of 1% annually (.8% over 1MM) plus ETF expenses. Our objective is to provide investors with superior long term..
Relevance: 31.791653
  • www.salehilaw.com
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The road to success is under construction. Business throughout the world are built on innovative ideas. It is these innovative ideas that foster growth, create competition and protect investment. Our mission is to construct and protect our client's..
Relevance: 31.780956
  • www.meridianportfolio.com
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Meridian Asset Management L.L.C is a Registered Investment Advisory Firm providing direct access to experienced Portfolio Management and Investment Planning services. Meridian applies fundamental analysis and other proven investment strategies and..
Relevance: 31.697819
  • web.richardsonwealth.com
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At Hickey Partners Private Counsel, our clients look to us for the big picture. A lot of the healthcare professionals and high-net-worth families we work with in Atlantic Canada are used to professional services like accounting, legal and insurance..
Relevance: 31.414642
  • www.phoundational.com
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Although Phoundational provides an alternative approach to personal finance, Johnny developed his skills during the course of a traditional career in the field. He was recruited from Hamilton College to join the investment management firm Scudder,..
Relevance: 31.349297
  • bey-douglas.com
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We strive to exceed client expectations through disciplined investing which we believe delivers measurably better results... Founded in 1990, Bey-Douglas Investment Counsel is an independent boutique investment firm located in Marietta, GA. The firm..
Relevance: 30.865894
  • lederer-associates.com
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Our mission is to create lifelong relationships with every client by earning the role as your trusted investment adviser. All portfolios are managed separately and tailored based on your goals and objectives. The assets are held in your name by an..
Relevance: 30.856411
  • www.lighthousefinancialllc.net
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Lighthouse Financial, LLC is an independent full service financial services firm. We have experience in all areas of financial planning, including portfolio management, tax strategies, wealth preservation and transfer. Lighthouse Financial helps..
Relevance: 30.756939
  • www.cordatuswealth.com
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Cordatus Wealth Management is a first-class money manager that offers investment services and comprehensive financial planning. We enjoy an excellent reputation for in-house money management that encompasses a selection of in-house portfolios serving..
Relevance: 30.57782
  • fa.wellsfargoadvisors.com
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We take the initiative to communicate, we have your portfolio in mind day in and day out, and we are continually adjusting strategies to meet your long-term goals. We have a team with strong depth that can counsel on everything from investment and..
Relevance: 30.439945
  • www.allaboutproperties.info
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All About Properties, Inc. is a locally-owned property management company based in Fresno, California. We are a licensed real estate broker, specializing in renting and managing investment properties, as well as assisting clients with buying and..
Relevance: 30.152285
  • sacajaweaco.com
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Sacajawea & Company, LLP, is a first-class federally registered investment advisory firm located in Weston, Massachusetts. We specialize in discretionary portfolio management for a select number of clients. We also help our clients with estate..
Relevance: 29.920647
  • www.sipwallet.in
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SIPWallet has been providing Investment Advisory services since 2005 and takes pride in the growth of its clients. We offer a wide range of investment products and services, including Mutual Funds, Fixed Income deposits and bonds, Insurance,..
Relevance: 29.856485
  • medenaholdings.com
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Medena Holdings is a leading private wealth management firm based in Japan, with a primary focus to help clients understand the market, make informed decisions regarding your financial future, and shape strategies through insight and intelligence.....
Relevance: 29.713577
  • www.rksllp.com
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Launched in September 2020, RKS LLP is a premier litigation boutique dedicated to serving the investment management industry. RKS's clients include hedge funds, mutual funds, investment managers, private equity, and credit, real estate and structured..
Relevance: 29.4161