Companies similar to MCTAGGARTCAPITALUS
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  • www.mctaggartcapitalus.com
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McTaggart Capital, LLC is an investment advisor firm registered with the state of Nebraska. The company provides investment advisory services to individuals and families... McTaggart Capital provides investment advice for individuals and families...
Relevance: 55.969795
  • acelacapital.com
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Acela Capital Management, LLC is an investment advisor registered with the State of California. We manage globally-diversified investment portfolios for individuals, families, institutions and corporations... Acela Capital manages capital for..
Relevance: 34.919846
  • www.hudsonparkadvisors.com
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Hudson Park Advisors is a Registered Investment Advisor based in Manhattan with an additional office in New York's Hudson Valley. The firm provides capital markets, private lending and real estate investment management services to a select group of..
Relevance: 33.006874
  • www.shorepointpartners.com
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Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and..
Relevance: 29.768105
  • www.sageny.com
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Sage Capital Management LLC, an SEC registered investment advisor with its main office in New Jersey, has provided independent investment advice and financial planning services to high net worth individuals and families since 1999...
Relevance: 29.678656
  • prestonwoodcapital.com
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Prestonwood Capital Management, LLC is an independent fee-only registered investment advisor (RIA). Our mission is helping individuals, families and businesses grow and preserve their wealth through a multi-disciplinary investment approach utilizing..
Relevance: 29.283281
  • www.katahdincapital.com.au
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Katahdin Capital is an independent investment advisory firm that designs, implements, and helps manage tailored investment strategies for high net worth individuals and families across Australia... Katahdin Capital was established in 2012 by Philip..
Relevance: 28.974997
  • institutionalxchange.com
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Institutional Xchange platform is a division of FPL Capital Management, an SEC Registered Investment Advisor providing wealth management services to high-net worth individuals and families since 1997. FPL Capital Management currently manages $540..
Relevance: 28.919333
  • cressetcapital.com
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Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset..
Relevance: 28.48011
  • www.capitalriskmanagement.com
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Capital Risk Management is a Registered Investment Advisor in California and may transact business there and in other states where it is notice filed or exempt... Capital Risk provides global investment advisory and risk management solutions for..
Relevance: 28.033407
  • eamoncap.com
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Eamon Capital Management is a fee-only registered investment advisor providing holistic investment management services to individuals and families as well as investment management services to institutional investors, financial advisors, tax planners..
Relevance: 27.991215
  • rcgadvisory.com
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Robinson Capital Group, LLC is a Maryland registered investment advisory firm catering to individuals, families and institutions. We provide customized portfolio management solutions designed to meet our clients' unique needs. As an independent..
Relevance: 27.622416
  • www.argylecapitalpartners.com
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Argyle Capital Partners is a highly focused financial investment advisory firm with the singular goal of providing personalized wealth management solutions to individuals, families, small businesses and non profit organizations... Founded in 2012 in..
Relevance: 27.386738
  • seracapital.com
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Founded in 1990, Sera Capital is a private, independent, employee-owned investment manager. "We are investors" helps explain the essence of our firm. This simple, singularly focused identity defines what attracts clients and inspires us to come to..
Relevance: 27.341614
  • www.mckennacorp.com
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McKenna Capital, Inc. is an independent Registered Investment Advisor (RIA) located in Wheaton, IL... We provide comprehensive financial solutions for individuals and families, entrepreneurs, professionals and retirees... Our deep client..
Relevance: 27.32257
  • burnhamdellsadvisors.com
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Burnham & Dells Advisors is a Registered Investment Advisor with the Securities and Exchange Commission. All Investment Advisor Representatives hold the Series 65 License... Carla Dells: Carla has been in the investment industry since 1990 and has..
Relevance: 27.044321
  • deanmutualfunds.com
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Dean Capital Management serves as sub-advisor to the Mid Cap Value Fund and Small Cap Value Fund. Dean Capital Management, an affiliate of Dean Investment Associates, is a registered investment advisor and provides portfolio management services to..
Relevance: 27.036797
  • harbourcapitaladvisors.com
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An independent, fee-only advisor and fiduciary, Harbour Capital Advisors was founded in 2011 to serve a select number of families with complex financial needs. We are staffed by a team of seasoned professionals leveraging deep experience in..
Relevance: 27.001522
  • www.ascendwealthcapital.com
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Ascend Wealth Capital is a trusted advisor and service provider for an elite slate of clients that return to us for capital creation solutions that are otherwise not offered by large commercial, investment, or merchant banks... Ascend Wealth helps..
Relevance: 26.923672
  • atlasca.com
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Atlas Capital Advisors is an independent, fee-only investment advisor dedicated to providing unbiased advice to our clients... Atlas Capital Advisors provides full portfolio solutions across asset classes, as well as stand-alone equity, fixed income..
Relevance: 26.81376
  • www.rockbridgefinancial.net
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Rockbridge Financial is not a registered investment advisor and is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network... Rockbridge Financial provides holistic financial services and wealth..
Relevance: 26.706581
  • almitascap.com
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Almitas Capital, a registered investment advisor with the Securities Exchange Commission, provides investment management services to high net worth individuals, family foundations, as well as other institutional clients. Almitas Capital was founded..
Relevance: 26.491022
  • www.keycapital.ie
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Key Capital are the corporate finance, wealth and investment advisor of choice in Ireland for over 300 substantial families, individuals and business owners... We provide tailored advisory services to help companies and their owners achieve their..
Relevance: 26.46243
  • www.schroeder-capital.com
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Schroeder Capital Management, LLC, a registered investment advisor in Lafayette, California, provides investment counsel to private individuals and institutions throughout the United States. The company was established in May 2002 as the successor..
Relevance: 26.38856
  • onekeycapital.com
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One Key Capital is a full-service firm that provides bespoke Immigration and Investment services to individuals and families around the world... One Key Capital is a division of One Key Visa Inc that focuses primarily on Investment and Immigration..
Relevance: 26.241817
  • www.fairhavencap.com
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Founded in 1995, Fair Haven Capital provides investment management for Individuals, Families, Family Offices, Wealth Managers, Companies and Non Profit Organizations...
Relevance: 26.154732
  • www.arbuscm.com
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Arbus Capital Management is a fee-only registered investment advisor providing investment management services and consulting to individuals and institutions...
Relevance: 26.121742
  • www.summit-capital.com
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Summit Capital is a Registered Investment Advisor, based in Cleveland, Ohio, dedicated to providing sound investment management and outstanding service to its clients. We serve investors who seek to maximize investment performance while limiting the..
Relevance: 25.990362
  • blackhillcapital.com
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Blackhill Capital is an independent Registered Investment Advisor. Founded by Cary Schwartz in 1988, the firm serves the needs of high net worth individuals and families, multi-generational family groups, and charitable foundations. Clients are..
Relevance: 25.953764
  • www.telloncapital.com
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Tellon Capital specialises in UK real estate investment through partnerships with High Net Worth Individuals, Families and Institutional Investors... Focusing on patiently unlocking asset potential, Tellon Capital provides tailored and precise..
Relevance: 25.795889