KIRTLAND CAPITAL PARTNERS is a highly reputable financial firm that has been providing expert financial services for over 15 years. With over $500 million in assets under management and a team of 20 experienced advisors, the firm offers personalized financial plans and strategies to help individuals and businesses achieve their financial goals.
The firm follows a transparent and client-centered approach, always prioritizing the interests of their clients. They offer a range of services, including investment management, retirement planning, estate planning, tax planning, insurance strategies, and education planning. Their diverse client base includes high-net-worth individuals, business owners, retirees, families, and corporate executives.
KIRTLAND CAPITAL PARTNERS charges a fee based on a percentage of assets under management, and their fees are disclosed upfront with no hidden costs or commissions. The team at the firm has extensive experience in the financial industry and stays updated with the latest market trends and regulations to provide the best possible advice to their clients. As a registered investment advisor, the firm adheres to a fiduciary standard and has a clean record with no disciplinary actions or regulatory sanctions.
NORTH POINT PORTFOLIO MANAGERS CORPORATION is a leading financial management firm that offers expert guidance and management services to help clients achieve their financial goals. With a team of experienced professionals, we provide personalized and comprehensive services, catering to individuals, families, and businesses. Our impeccable track record and proven results have earned us a reputation for excellence in the industry. With over 25 years in business and managing $50 billion in assets, we stay up-to-date with the latest market trends to provide insightful financial advice. Our fee-based compensation ensures our clients' goals are aligned with ours, and we prioritize transparency and honesty in all our dealings. As a trusted financial expert, we adhere to strict standards and disclose any potential conflicts of interest, making our clients' financial well-being our top priority.
We believe in building long-term relationships with our clients and have a strong presence in the industry since our establishment in 1995. Our services include investment management, retirement planning, estate planning, and tax planning. Our fees are based on a percentage of the assets we manage, eliminating any conflicts of interest and emphasizing our dedication to our clients' best interests. When working with us, you can expect transparency, honesty, and a commitment to helping you achieve your financial goals. Trust NORTH POINT PORTFOLIO MANAGERS CORPORATION for expert financial guidance and management.