Sentinel Financial Group
Sentinel Financial Group is a specialist investment, wealth management and technology company.
Our culture is conservative and our first instinct is to protect client funds. However, our mindset is modern and strongly embraces innovation.
Sentinel assists with the complete spectrum of investment management from portfolio design through to client presentation,...
Sandell Asset Management
Sandell Asset Management is a global alternative asset management firm founded in 1998 by Thomas Sandell. Headquartered in New York City, with a secondary office in London, the firm specializes in event-driven, multi-strategy investing. It focuses on equity special situations and credit opportunities, utilizing proprietary analytical tools to identify undervalued...
Innova Asset Management
Innova Asset Management is a boutique investment management firm based in Australia, established in 2010. The company specializes in risk-focused portfolio solutions tailored to each client's unique risk tolerance. Innova is dedicated to helping individuals achieve their financial goals through consistent investor outcomes and a behavioral investing framework.
The firm...
Haupt FX Pty Ltd
The key component of Haupt FX (Pty) Ltd are our clients. Our ability to satisfy their needs and aspirations sets us apart our competition. We continuously strive to improve our services to maintain our status as preferred forex services company.
Haupt FX specialises in Swing, End-of-Day and Trend following strategies.
GuidedChoice
GuidedChoice is a financial services company based in San Diego, specializing in retirement planning and financial wellness. Founded in 1999 by Sherrie E. Grabot, the company has pioneered the use of digital technology to deliver personalized financial advice. GuidedChoice operates as a subsidiary of GuidedChoice.com, Inc., and is committed to...
FinClear
FinClear Group is a leading independent technology and infrastructure provider for financial markets in Australia, established in 2015. The company has expanded through strategic acquisitions, including Dion Australia, Pershing Securities Australia, and Transact1, while adding FCX to its portfolio. Headquartered in North Sydney, FinClear operates under three main brands: FinClear,...
Evergreen Consultants
Evergreen Consultants is a boutique investment consulting firm based in Sydney, established in 2015. The firm specializes in tailored asset consulting and managed account solutions, operating with a team of 23 professionals. Evergreen focuses on building collaborative partnerships with financial advisors, families, foundations, and not-for-profits to help clients achieve their...
Echelon Wealth Partners
Echelon Wealth Partners is an independent Canadian wealth management and capital markets firm founded in 2010 and headquartered in Toronto. The firm merged with PI Financial in March 2023 and manages over $8 billion in assets with around 60 advisor teams. Echelon operates across Canada, with offices in major cities...
Columbia Threadneedle Investments US
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including approximately 650 investment professionals based in North America, Europe and Asia, we manage over $600...
AZ Sestante
AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via SMAs, MDAs, and fund of funds. Our parent company Azimut is Italy's largest independent asset manager listed on the Italian stock exchange. The group manages over AU$187 billion in assets under...
Avaron Asset Management
Founded in 2007, Avaron is an independent investment boutique creating value with active stock-picking, responsible investing (ESG), in-house fundamental research and really getting to know the companies we invest in. Investors can invest with us via Avaron investment funds and managed accounts. www.avaron.com