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  • www.amcsolves.com
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AMC Compliance was founded on the idea of providing tested, practical compliance products and solutions to the asset management sector. Since our founding, we have provided our clients with practical compliance products and solutions to operate..
Relevance: 16.06586
  • lp.thewealthadvisor.com
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The Wealth Advisor is now taking requests to be included in the 2022 edition of Model Portfolios and SMA Strategists (Deck cover shown below). We are accepting requests for Strategists (firms who offer investment management services to financial..
Relevance: 16.065283
  • paladinadvisors.com
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Paladin Advisors is an independent, registered investment adviser based in Kensington, New Hampshire. The company assists individual and institutional clients in designing and implementing global investment programs. We offer investment strategy..
Relevance: 16.047142
  • ns-partners.cclgroup.com
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NS Partners is an investment management firm that specializes in global, developed, and emerging equity market portfolios... NS Partners is an affiliate of Connor, Clark & Lunn Financial Group Ltd., one of the largest private, independently held..
Relevance: 16.043848
  • www.hbsinvestmentclub.com
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At Investment Club meetings you will begin to see familiar faces - these are the people who share your interest and passion in investing. We coordinate regular mixers to help in getting to know one another. Eventually, you'll notice that many of..
Relevance: 16.0432
  • advisoredcenter.com
The Investment Management Education Alliance (IMEA) is a national trade association of investment management companies, dedicated to strengthening ways the investment management industry serves investors and advisors. IMEA members are among the..
Relevance: 16.04305
  • leahyosef.com
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Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide...
Relevance: 16.04031
  • wurmlinger.de
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Elaboration of strategy and business plans in the Asset Management industry with focus on profit & loss calculations... Business process analysis and optimization along the value chain of investment management firms (banking and insurance) with..
Relevance: 16.030964
  • expert.legal
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Currently Mr. Dirks works on investment and risk management-related matters primarily for investment funds and law firms, for whom expert witness services are also provided. He is highly skilled and experienced in expert analysis, presentation..
Relevance: 16.012972
  • gradientsecurities.com
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Gradient Securities, LLC is an independent broker-dealer and SEC registered investment advisor that offers an innovative approach to the sale of securities products and advisory services. The spirit of our approach is to inspire you to build your..
Relevance: 16.012363
  • www.scholtzandco.com
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Our firm is unique in that we have all the investment expertise and technological capabilities of big firms but provide the personal service you would expect of a family-owned business. Additionally, Scholtz & Company provides informal financial..
Relevance: 16.010818
  • en.guardianstone.com
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With teams in China, UK, EU, Singapore and other regions, we offer a comprehensive package of services including cross-border business management, corporate finance, investment management, M&A, management consulting, legal advisory, family wealth..
Relevance: 15.998098
  • www.skerritts.co.uk
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Skerritts is a trading name of Skerritt Consultants Limited who are authorised and regulated by the Financial Conduct Authority. FCA Number 163291. Skerritt Consultants Limited is registered in England and Wales, no. 04129116. Registered Office:..
Relevance: 15.982148
  • engageconference.bnymellon.com
Hear how BNY Mellon is helping clients optimize the investment lifecycle and how we are collaborating with firms like Microsoft to create flexible, innovative solutions... ENGAGE is a leading data and technology conference for investment management..
Relevance: 15.971076
  • www.vencap.com
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VenCap was founded in 1987 by Michael Ashall and we are one of the longest-established investment management and advisory firms active in the VC industry today. Since inception, we have made over 300 commitments to venture capital funds in the US,..
Relevance: 15.968598
  • alphainvestmentmarketing.com
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Investment firms with a distinctive identity are better positioned to control their own destiny. Yet in intensely competitive markets, few investment companies can provide convincing answers to the question, "How are you different from your..
Relevance: 15.934187
  • www.gsbgroupllc.com
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GSB Group LLC provides IT due diligence consulting, post-acquisition management services and IT assessments. We assist all businesses involved in business acquisitions, private equity firms, investment banking firms, as well as accounting and legal..
Relevance: 15.933177
  • www.barnyconsultancy.com
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After spending over 12 years working for leading asset management and banking organisations in project and management roles, I set up the Barny Consultancy to help investment firms implement regulatory change and to date we have assisted a number of..
Relevance: 15.90112
  • sightpointllc.com
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Sight Point LLC was founded in 2016 to be the premier recruiting firm focused solely on the investment management industry. Unlike many recruiting firms, we are industry veterans. Our founder, Briggs Donaldson, has over ten years of business..
Relevance: 15.887726
  • www.mlsinvest.com
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is one of Canada's oldest independently owned investment counselling firms. We have been providing investment management services to investors for over 60 years. During this time our focus and commitment have remained unchanged... Our team of..
Relevance: 15.880802
  • parsonscapital.com
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Parsons Capital Management is one of the largest independently owned investment management firms in the region. Our assets under management have increased from $60 million in 1994 to over $1.5 billion today...
Relevance: 15.877477
  • www.freyafinancial.com
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Freya Financial Services is located in Lexington, Massachusetts. We are a fee-only firm that offers financial life planning and investment management services. Our personalized holistic approach distinguishes us from other financial service firms...
Relevance: 15.875575
  • www.charterhouse.co.uk
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Charterhouse is one of the longest established private equity firms operating in Europe. We follow a selective, conviction-led approach to investing in high-quality mid-market European companies... Charterhouse invests with a growth-focused approach..
Relevance: 15.873088
  • www.kurncapital.com
We are independent corporate and financial advisory company specializing in corporate finance & investment, strategic advisory, mergers and acquisitions. The company is established by former professionals of global investment banking and management..
Relevance: 15.865285
  • www.bestcapmgt.com
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Best Capital Management is an investment firm devoted to offering attractive risk-managed returns. Best Capital Management Owner and Founder Edward Best spent many years working for other firms until he realized that he would yield overall better..
Relevance: 15.864355
  • www.confluenceinvestment.com
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Confluence Investment Management was formed through the gathering of experienced investment professionals with a history of providing a wide range of professional portfolio management and advisory services to institutional and individual clients.....
Relevance: 15.857931
  • www.crossroadswealthmanagement.com
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Crossroads Wealth Management is an independent, family owned financial service firm dedicated to providing objective, customized solutions and services to its high net worth family, corporate and foundation clients. View the background of our firms..
Relevance: 15.854506
  • aldeninvestmentgroup.com
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Alden Investment Group is a financial services company with securities and asset management solutions for the economy of today... Founded in 1995, Alden Investment Group is an independently owned financial services firm comprised of a broker-dealer,..
Relevance: 15.853117
  • www.zalmecoconsulting.com
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Our goal is to become one of the leading consultancy firms in the Middle East, Pakistan, and Turkey providing excellent 360-degree service in the Citizenship and Real Estate investment program. We aim to support our clients to achieve their goals..
Relevance: 15.849432
  • www.spirit-am.lu
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Spirit Asset Management was founded in 2014 by a group of renowned entrepreneurial financiers who have dedicated their careers to providing first-class, innovative tailor-made solutions within the wealth management industry to private wealth assets..
Relevance: 15.841445