Howard Capital Management’s (HCM) Private Wealth Services was built to actively serve the complex needs of the modern investor
Cape Capital is a European wealth and investment management firm committed to serving remarkable families, individuals and institutions who seek partnership, protection and performance. They…
Oak Associates is an investment management firm located in Akron, OH. Founded in 1985, Oak has spent the last 35 years focused on U.S equities…
QUARA is a holding company of diverse and innovative real estate, financial and technology firms with international reach, including multiple exchange-listed businesses, as well as the largest…
NBC Securities is a privately held, full-service independent broker-dealer and registered investment advisor.
Aristotle Capital is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. The firm…
Atlanta Capital is an investment advisory firm that has specialized in high quality stock and bond portfolios for nearly 50 years. Since 1969, they have…
Churchill Management Group is a sophisticated wealth management firm focused on both investment management and financial planning. Headquartered in Los Angeles, the firm manages over…
Since its founding in 1976, Sofinnova has been active in life science investing and has primarily focused on therapeutic drugs over the last decade
The Cooper Housing Institute (CHI) was founded in 2018 by the Cooper family whose commitment to affordable housing spans 50 years
Regal Ventures is a modern real estate investment manager powered by technology, driven by data, and custom-built to seek out compelling contrarian opportunities informed by…
Founded in 2019, FPM Partners is a real estate investment manager focused exclusively on multifamily properties. Since inception, FPM has acquired $1 billion in multifamily…
Broad Creek Capital is both a family office and a chosen family. Founded by long-time friends, their culture is grounded in genuine friendship and trust.…
As a $10 billion municipal bond manager with a roster of high net worth clients, Gurtin Municipal Bond Management felt it was time for their…
GLASfunds is a leading alternatives investment and operational platform providing financial advisors with direct access to exclusive private opportunities. Established in 2008, GLASfunds set out…
