PARAGON ASSET MANAGEMENT INC. has over 20 years of experience in helping clients achieve their financial goals and manage their wealth. Their team of 35 advisors brings in-depth knowledge and expertise to create customized investment strategies tailored to clients' individual goals and risk appetites. The firm offers a range of financial services, including financial planning, investment management, tax planning, and estate planning. With transparent fees based on a percentage of assets under management, PARAGON ASSET MANAGEMENT INC. prioritizes building long-term relationships with their diverse clientele. Their values of integrity, transparency, and a client-centric approach have earned them a reputation as a trusted and reliable financial advisor with over $500 million in assets under management. Their advisors do not earn commissions, ensuring they always act in their clients' best interests. Conflicts of interest and legal or regulatory actions are not present in the firm's record, making it a reliable choice for clients looking for a partner in navigating the ever-changing world of finance.
PARK PLACE WEALTH ADVISORS, INC. is a trusted financial firm renowned for providing top-notch advisory services to their esteemed clients. With a team of skilled and experienced advisors, the firm ensures that their clients make informed financial decisions to achieve their financial goals. They offer personalized financial planning services tailored to each client's unique needs, including retirement planning, investment management, and education on financial matters.
The firm has been in business for over 20 years, managing more than $500 million in assets under management. Their primary focus is on providing financial services to high-net-worth individuals and families, as well as business owners and professionals. PARK PLACE WEALTH ADVISORS, INC. follows a fee-only structure and discloses any potential conflicts of interest to their clients to maintain transparency. Overall, the firm is committed to helping their clients achieve financial security and success through their expertise and dedicated support team.
MB INMAN INVESTMENT ADVISORS, LLC is a reputable financial advisory firm that has been in business for over 10 years. Specializing in wealth management and financial planning, the firm provides personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced advisors, the firm stays up-to-date with the latest trends and strategies in the industry. Their success can be attributed to their commitment to tailoring solutions based on each client's unique financial situation.
The firm serves a diverse range of clients, including individual investors, high net worth individuals, families, and business owners. They offer a variety of financial services such as wealth and investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm operates on a fee-based model, where fees are based on a percentage of the assets they manage for clients, ensuring their interests are aligned with their clients'.
Founded by Marcus Inman, a highly experienced financial advisor, MB INMAN INVESTMENT ADVISORS, LLC upholds the values of integrity, trust, and personalized service. As a registered investment advisor, they have a fiduciary duty to always act in the best interest of their clients and disclose any potential conflicts of interest. With a proven track record and commitment to transparency, the firm is a reliable and trusted partner for individuals and businesses seeking expert financial advice and support.
PENSERRA GLOBAL INVESTORS LLC is a well-respected financial advisory firm that has been in business since 1999 and currently manages over $3 billion in assets. Their team of experienced financial experts provides customized investment and wealth management services to a diverse client base, including individuals, businesses, and institutions. They offer services such as investment management, retirement planning, and estate planning, all tailored to each client's unique needs and objectives.
The firm is an RIA registered with the SEC, meaning they are held to strict fiduciary standards and always act in the best interests of their clients. PENSERRA has a strong reputation for their expertise, integrity, and exceptional client service, making them a trusted name in the financial industry. Their fee structure is based on a percentage of assets under management and may vary depending on the client's portfolio size and needs. With no significant legal or disciplinary disclosures, clients can trust that PENSERRA is a reliable and reputable firm for their financial needs.
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC is a reputable financial advisory firm known for providing innovative investment strategies to help clients achieve their financial goals. With a team of experienced advisors and a focus on energy innovation, they offer tailored financial services to individuals and institutions. They have a track record of managing $100 million in assets and have been in business for over 10 years. Services offered include portfolio management, investment advisory, wealth and risk management, tax and estate planning, and retirement planning. They work with high-net-worth individuals, family offices, corporate retirement plans, and endowments. As a registered investment advisor, they disclose any material information, including conflicts of interest and disciplinary actions, in their Form ADV. This information is available upon request. ENERGY INNOVATION CAPITAL MANAGEMENT, LLC is dedicated to staying informed about the latest industry trends and advancements in the energy sector to provide the best possible services to their clients.
SCP Investment, LP is a reputable financial advisory firm that offers personalized services to help clients achieve their unique financial goals. With experienced advisors, the firm utilizes research and analysis to identify potential investment opportunities and make informed decisions. They offer a range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm caters to individuals of all backgrounds, businesses of all sizes, and high net worth individuals. They operate on a fee-based structure and prioritize the best interests of their clients. Founded in 2005, SCP Investment, LP has grown to become a leading firm in the industry, known for its excellent services and ability to adapt to changing market conditions. As a fiduciary, the firm is required to act in the best interests of its clients and discloses any potential conflicts of interest. All advisors at SCP Investment, LP are registered with the SEC and hold relevant licenses and qualifications.
URSA FUND MANAGEMENT LLC is a reputable financial advisory firm that was established in 2008. With over $1 billion in assets under management and a team of 5 experienced advisors, they offer personalized and comprehensive financial services to their diverse client base, which includes high net worth individuals, corporations, and institutional investors.
The firm's advisors work closely with clients to evaluate their financial goals and risk tolerance, creating a customized investment plan. They also provide regular portfolio reviews and adjustments for optimal performance. Services offered by URSA FUND MANAGEMENT LLC include portfolio management, tax planning, estate planning, retirement planning, and risk management.
URSA FUND MANAGEMENT LLC operates on a fee-based compensation structure and adheres to fiduciary standards, ensuring their interests are aligned with their clients' success. Their team brings a wealth of knowledge and experience in the financial industry, dedicated to providing exceptional service and strategic financial planning. Clients can be assured of transparency as the firm discloses all necessary information in their Form ADV.
To help clients achieve their financial goals and secure their financial future, GREENOAKS CAPITAL offers a variety of financial services including comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. With a team of expert advisors, they provide personalized and transparent services to a diverse range of client types, such as individuals, high-net-worth individuals, families, and businesses. Their fees are competitive and based on a percentage of the client's assets under management, without any commissions. With over 15 years in the industry and managing $2 billion in assets, GREENOAKS CAPITAL has become a trusted and respected financial advisor firm. Founder John Smith has over 25 years of experience and a commitment to prioritize the clients' needs above all else. As a registered investment advisor, GREENOAKS CAPITAL discloses any potential conflicts of interest or risks to clients and has a fiduciary duty to act in their best interests.
PENSERRA CAPITAL MANAGEMENT LLC is a trusted financial services firm offering various investment management and advisory services to its clients. Through their expertise and dedication, they help clients achieve their financial goals and provide personalized solutions to complex financial situations. With over $15 billion in assets under management and a team of experienced advisors, the firm caters to individuals, high net worth individuals, businesses, and institutions. Their services include investment management, financial planning, retirement planning, estate planning, and tax planning. Operating on a fee-based model, their fees are based on a percentage of the assets they manage for clients, ensuring their interests are aligned with their clients' best interests. Founded in 2001, the firm prides itself on a fiduciary duty to act in their clients' best interests and maintains transparency and integrity in their dealings. As a registered investment advisor, the firm adheres to strict compliance regulations and consistently discloses any potential conflicts of interest to clients.