Sandbox Financial Partners
Sandbox Financial Partners is an independent wealth management and financial planning firm. A "Fiduciary" to your finances, Sandbox provides a wide array of customized solutions in wealth management, estate, retirement and long term care planning, as well as Social Security maximization strategies. Sandbox also cultivates a number of strategic relationships...
JAG Capital Management LLC
JAG Capital Management actively invests for institutions and individuals in highly selective, customizable, and nimble equity and fixed income strategies. JAG is boutique, independent, and employee-owned.
Inherent Group
We are value investors focused on long-term investment opportunities as well as opportunistic dislocations. We use environmental, social, and governance (ESG) factors to source and underwrite investments.
IHT Wealth Management
IHT Wealth Management is a financial services firm based in Chicago, founded in 2014 by Steven Dudash. The company operates as an independent hybrid registered investment advisor (RIA) and has a presence in 15 states across the U.S., including Arizona, California, and New York. With a team of 147 financial...
First Affirmative Financial Network
First Affirmative Financial Network is a Registered Investment Advisor based in Colorado Springs, Colorado, specializing in sustainable, responsible, and impact (SRI) investing. Established in 1988, the firm is 100% employee-owned and has been a Certified B Corporation since 2011, recognized for its commitment to high social and environmental standards.
The...
FEG Investment Advisors
FEG Investment Advisors, also known as Fund Evaluation Group, LLC, is an independent, employee-owned investment advisory firm with over 35 years of experience. The firm focuses on providing comprehensive investment solutions tailored to the long-term goals of its clients. FEG is dedicated to maintaining independence through its 100% employee ownership,...