ProVise Management Group LLC
ProVise Management Group, LLC is a fee-based financial planning and investment management firm based in Tampa Bay, Florida. Established in 1986, the company has over 35 years of experience in providing personalized financial strategies to clients across the nation. They operate offices in both Tampa and Clearwater.
The firm offers...
KLAAS FINANCIAL ASSET ADVISORS LLC
OUR MISSION:
We are deeply committed to our client's personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client's personal goals...
KKR
KKR & Co. Inc. is a global investment firm specializing in alternative asset management, founded in 1976 by Jerome Kohlberg Jr., Henry Kravis, and George R. Roberts. Headquartered in New York City, KKR operates over 20 offices worldwide, including locations in Beijing, London, Dubai, and Tokyo. The firm employs around...
Kensington Asset Management
Kensington Asset Management Specializes In Data-Driven, Quantitative Decision Models That Apply To The Equity And Fixed Income Markets.
Kensington Investment Distributors, LLC offers Securities through and is a Branch office of Fox Chase Capital, LLC Member FINRA/SIPC.
Keel Point
Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals.
The firm offers...
JT Stratford Wealth Management
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit...
Jordan Capital
You know this. As soon as it comes to topics like money or real estate, most people - of course - turn to their trusted bank advisor and thus to a usually large banking institution. Although transparency in banking advice has a higher priority today and is also carefully documented,...
JNBA Financial Advisors
Minneapolis-based JNBA® Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life's most important decisions through an advice driven by advocacy® approach. As a fiduciary, we deliver customized strategies to help maximize clients' resources through financial life planning and investment management. As a 45-year-old...
JH Whitney Investment Management
J.H. Whitney Investment Management is the public market oriented firm that was formed by J.H. Whitney & Co., one of the longest standing and best performing Private Equity firms in the world. Since its founding in 1946 by John Hay Whitney, the firm has developed a tradition of innovative investing...
JGP Wealth Management
As financial advisors in Portland, OR, we focus on helping entrepreneurs, business owners, divorcees, Nike leaders and publicly-traded company executives address their financial concerns.
JD Paramount
As a multi-family office, JD paramount's core mission is to guide our clients to a more secure and prosperous financial future. We focus on pursuing opportunities around the world to deliver investment and advisory solutions that can help preserve wealth, diversify private investment portfolios, and generate steady cash flows for...
J Streicher
J. Streicher is a 110-year old Wall Street Firm and we have recently started our expansion into Europe and Asia.
J.Streicher specialises in providing a broad range of financial services to assist our clients across a variety of different areas including brokerage, real estate, banking, manufacturing, sustainability and technology.
Our...
Iridian Asset Management LLC
Investing in corporate change is the cornerstone of Iridian's mid-cap investment philosophy, where we focus on companies undergoing significant corporate change. Our team is dedicated to independent research, investment rigor and the mitigation of risk in the service of our clients and the assets they have entrusted to our care.
Invictus Capital Partners
Invictus Capital Partners is a Washington DC-based alternative asset management firm focused on real estate credit. Established in 2008, the company specializes in sourcing, underwriting, acquiring, and managing real estate-backed loans and securities. It primarily serves institutional clients through private funds and separately managed accounts.
The firm operates through its...
Investment Placement Group
Investment Placement Group (IPG) is a boutique wealth management firm based in California, operating as a broker-dealer. With over four decades of experience, IPG serves both domestic and international clients, focusing on stability, reliability, and trust. The firm emphasizes traditional values such as humility, discretion, and personal service.
IPG offers...
Investmath Capital
Hedge fund focused on quantitative strategies, covering both international and Chinese onshore market.
Invesco Asia Pacific
Invesco US is a global investment management firm that is part of Invesco Ltd., founded in 1935 in Atlanta, Georgia. The company manages investments across public and private markets, serving both institutional and retail clients in over 20 countries. Invesco emphasizes independence, innovation, and a global reach, with strategic acquisitions...
International Assets Advisory
International Assets Advisory, LLC (IAA) is an independent broker-dealer based in Orlando, Florida, providing a wide range of financial services since 1982. As a full-service broker-dealer and money management company, IAA offers custom investment strategies, retirement income evaluation, investment performance reporting, and specialized retirement plans like SOLOK for individuals and...
Intelligence Driven Advisers IDA
IDA Wealth Management, also known as Intelligence Driven Advisers, LLC, is a fiduciary wealth management firm established in 2009 and rebranded in 2019. Based in the U.S., the firm operates with a client-first philosophy, focusing on academic research, behavioral coaching, and disciplined investment strategies to help clients meet their financial...
Institutional Investor
Institutional Investor is a prominent global organization that connects key participants in the financial markets, particularly those managing and allocating substantial capital. With nearly 60 years of experience, it has significantly influenced asset management and financial markets by providing essential insights, community, and partnerships.
The company organizes over 40 events...