HOYA CAPITAL REAL ESTATE, LLC is a trusted financial advisory firm that specializes in real estate investments. Their experienced team of professionals follows a client-centric approach, providing top-notch financial services to their clients. With over $500 million in assets under management and 10+ advisors, the firm has been in business for over 5 years.
They offer a range of services including real estate investment advice, risk management strategies, retirement and estate planning, and tax planning. Their clients include individuals, small business owners, high net worth individuals, retirees, and families. The firm operates on a fee-based structure, ensuring transparency and alignment of interests with their clients.
The team at HOYA CAPITAL REAL ESTATE, LLC has a strong background in real estate and finance, allowing them to provide valuable insights and make informed investment decisions. They are dedicated to continually expanding their knowledge and staying up-to-date with market trends and developments. With a clean record and no major disciplinary actions or client complaints, the firm maintains a high level of trust and professionalism with their clients.
SOUNDWATCH CAPITAL, LLC is a trusted financial advisory firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. With over 50 years of combined experience in the industry, the firm manages over $500 million in assets and serves a diverse client base that includes high-net-worth individuals, families, and businesses. They offer a wide range of financial services, including portfolio management, retirement planning, tax strategies, and estate planning, among others, and work closely with each client to create personalized strategies that align with their specific needs and risk tolerance.
The firm operates on a fee-only model, ensuring their advisors remain unbiased and act in the best interest of their clients. Fees are based on a percentage of assets under management and may vary depending on the complexity of each client's financial situation. As a fiduciary, SOUNDWATCH CAPITAL, LLC is legally bound to act in their clients' best interests and has a strict code of ethics in place to ensure transparency and integrity in all client interactions. They are committed to ongoing education and training to provide clients with the most up-to-date and effective financial strategies.
Founded in 2012 and based in New York City, SOUNDWATCH CAPITAL, LLC is a reputable and reliable partner for individuals, families, and businesses looking to secure their financial future. With a strong track record of success and a team of expert advisors, clients can trust SOUNDWATCH CAPITAL, LLC to help them achieve their financial goals.
Graham Capital Management, L.P. is a well-respected financial management firm with over 25 years of experience in providing industry-leading advice and guidance to clients. Their committed team of 20 advisors has helped individuals, families, and businesses achieve their financial goals through personalized and tailored strategies. With over $2 billion in assets under management, the firm is based in Portland, Oregon and serves clients nationwide. Graham Capital Management has earned numerous accolades for their high-quality services and has a clean disciplinary record, demonstrating their commitment to acting in the best interests of their clients.
The firm offers a wide range of financial services, including investment management, retirement and estate planning, tax and insurance planning. They cater to diverse clients, including high-net-worth individuals, families, businesses, and trusts. Graham Capital Management's fee structure is transparent and competitive, and they do not receive any additional compensation for recommending particular products or services, ensuring their recommendations are always in the best interests of their clients. With a team of experienced advisors from diverse backgrounds and a solid reputation in the industry, Graham Capital Management, L.P. is a trusted choice for expert financial advice.
Coliseum Capital Management, LLC is a trusted financial firm with over 20 years of experience in the industry. They offer personalized financial planning and investment management services to individuals, families, and small businesses. Their team of experienced advisors specializes in various financial services, including retirement planning, investment management, and estate planning. They have a strong track record of success and prioritize their clients' best interests by operating on a fee-based structure. This allows them to align their goals with those of their clients. The team at Coliseum Capital Management, LLC is comprised of highly qualified professionals who stay updated on the latest market trends to provide their clients with the most informed financial advice. They also maintain transparency and open communication with their clients to ensure their best interests are always the top priority.
Coliseum Capital Management, LLC has a team of 10 advisors managing over $500 million in assets. They offer a wide range of financial services, including tax planning, insurance planning, and education planning. As a registered investment advisor, they are required to disclose any potential conflicts of interest to their clients. However, they work diligently to maintain transparency and prioritize their clients' best interests. Overall, Coliseum Capital Management, LLC is a reliable and reputable financial firm that is dedicated to helping clients achieve their financial goals and secure their financial future.
PETTEE INVESTORS INC is a reputable financial advisory firm with over 20 years of experience in managing clients' wealth. They offer personalized solutions for investment management, retirement planning, tax planning, and estate planning. The firm has a diverse client base, including high-net-worth individuals, families, and small business owners. They primarily operate on a fee-based compensation structure, with some exceptions for commissions on certain products. The founder of the firm, John Pettee, has over 30 years of experience and leads a team of experienced advisors dedicated to providing exceptional service. However, clients should be aware of potential conflicts of interest and third-party compensation when using the firm's services. Overall, PETTEE INVESTORS INC is a trusted and reliable partner for clients looking to achieve their financial goals through innovative strategies and careful management of their assets.