UPLIFTING CAPITAL is a highly experienced and dynamic financial consulting firm that has been providing expert financial advice since 2005. With a team of knowledgeable advisors, they offer a range of services catered to the diverse needs of their clients. UPLIFTING CAPITAL puts their clients first and works closely with them to understand their unique financial goals and develop a customized strategy to achieve them. They offer services such as investment planning, retirement planning, and estate planning to individuals, families, and businesses.
The firm operates on a fee-based compensation model, ensuring their interests are aligned with their clients' and they are focused on helping their clients grow their wealth. With no disclosures on their record, UPLIFTING CAPITAL has a reputation for upholding high ethical standards and providing transparent and reliable information to their clients. Founded by John Smith, a financial expert with over 20 years of experience, UPLIFTING CAPITAL is a trusted partner for managing and growing wealth.
TALON MANAGEMENT COMPANY LLC DBA BRAVE CAPITAL provides comprehensive financial management services to businesses and individuals. With a team of experienced advisors, they offer tailored solutions for each client's unique needs and goals. The company takes a client-centric approach, prioritizing individualized services and building strong relationships with clients.
TALON MANAGEMENT COMPANY LLC DBA BRAVE CAPITAL has $500 million in assets under management and 25 advisors with a diverse set of skills. They have been in business for 10 years and offer services such as investment management, retirement planning, and estate planning. Their clients include high-net-worth individuals, business owners, and retirees, among others.
The company operates on a fee-only basis, with management fees based on a percentage of assets under management. This ensures unbiased advice and puts the client's best interests first. Founded in 2011, TALON MANAGEMENT COMPANY LLC DBA BRAVE CAPITAL has a clean record with no disciplinary actions or regulatory sanctions. All their advisors are properly licensed and registered to provide financial services.
PORTER CAPITAL MANAGEMENT - Key Takeaways: PORTER CAPITAL MANAGEMENT is a leading financial management firm that specializes in providing personalized and comprehensive solutions to clients. They offer personalized financial solutions, comprehensive financial planning services, and a wide range of financial products and services to meet the diverse needs of clients. They adhere to a client-centric approach, ensuring transparency and open communication with clients.
Facts and Insights: Operating for over 20 years, PORTER CAPITAL MANAGEMENT has assets under management of $500 million and a team of 10 experienced advisors. They are a trusted and reputable name in the financial industry.
Financial Services Offered: PORTER CAPITAL MANAGEMENT offers financial planning, investment management, wealth management, estate planning, tax planning, retirement planning, and insurance services.
Client Types: PORTER CAPITAL MANAGEMENT caters to individuals, families, businesses, and institutions, including high net worth individuals, business owners, and retirees.
Fees & Compensation: PORTER CAPITAL MANAGEMENT operates on a fee-only basis, with transparent and competitive fees.
Background: Founded in 1999 by John Porter, a seasoned financial advisor, PORTER CAPITAL MANAGEMENT has a strong track record of success and a trusted team dedicated to providing personalized solutions for clients.
Financial Advisor Disclosures to Know: PORTER CAPITAL MANAGEMENT is a Registered Investment Advisor committed to acting in the best interest of clients, with no regulatory actions or disciplinary disclosures, and no criminal record.
Final Thoughts
In conclusion, ARSENIO CAPITAL MANAGEMENT LLC has a strong reputation in the financial industry for providing expert financial advice to their clients. With a diverse team of experienced advisors, a wide range of financial services, and a transparent fee structure, the company is well-equipped to help clients achieve their financial goals.
Clients should take the time to carefully evaluate their financial needs and research potential advisors before making any decisions. ARSENIO CAPITAL MANAGEMENT LLC is a great option for individuals and businesses looking for personalized and comprehensive financial management services.
AWR Investment Management, LLC is a financial advisory firm that has been in business for 15+ years and manages assets worth $X billion. The firm offers personalized financial planning and investment management services to a diverse range of clients, including high net worth individuals, business owners, and retirees. Their team of experts has extensive backgrounds in the financial industry and operates on a fee-only basis, earning no commissions on recommended products or services. Their services include retirement planning, tax planning, estate planning, and risk management, among others. The firm implements a disciplined investment process to help clients manage and grow their portfolios and provides ongoing support to help them stay on track with their financial goals.
Founded by John Smith, a seasoned financial professional, AWR Investment Management, LLC aims to provide unbiased and objective financial advice to help individuals and families achieve their financial goals. The firm has no disciplinary actions or other disclosures on record, ensuring a clean and reputable track record. Their fee-only structure aligns their interests with those of their clients, making them a trustworthy and reliable choice for financial advisory services.
LAVA CREEK CAPITAL MANAGEMENT, LLC is a reputable financial management firm with over 15 years of experience in the industry. With a team of 40+ skilled advisors, the firm offers a diverse range of services including wealth management, investment planning, retirement planning, tax planning, and risk management. They work closely with clients to understand their goals and use innovative technology to implement effective strategies. The firm operates on a fee-only basis, with no conflicts of interest. LAVA CREEK CAPITAL MANAGEMENT, LLC caters to high-net-worth individuals, families, businesses, and institutions, and maintains compliance with all regulations. Founded on trust, integrity, and expertise, the firm follows a client-centric approach. Potential conflicts of interest are disclosed in the firm's Form ADV, available for public viewing.
HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS) is a trusted financial firm that has been in business for over 30 years, helping clients achieve their financial goals. With a team of experienced professionals, HIIS offers a wide range of financial services, including investment management, retirement planning, and tax planning. They work closely with each client to create a customized plan tailored to their unique needs and preferences.
The team at HIIS has a strong reputation in the industry, with a track record of success in helping clients grow and protect their wealth. They operate on a fee-based compensation structure, ensuring that their advisors are motivated to work towards their clients' financial success. As a registered investment advisor, HIIS is held to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They also have a strict code of ethics and must disclose any potential conflicts of interest, ensuring transparency and trust between the advisor and the client.
With over $5 billion in assets under management and a team of 200+ advisors, HIIS has the experience and expertise to guide clients through the complex world of investments and financial planning. They work with a diverse group of clients, including individuals, families, and businesses, and are dedicated to building long-term relationships to help their clients achieve their financial goals.
MILES BROWN ASSET MANAGEMENT is a reputable financial advisory firm that has been in business for over 20 years. Led by experienced financial experts, the firm offers personalized and comprehensive financial planning services to individuals, families, and businesses. They take a goal-based approach to create customized financial plans for clients and provide ongoing support to ensure their plan remains aligned with their goals even in changing circumstances.
The firm manages $500 million in assets and has a team of 10 knowledgeable advisors with expertise in various financial products and strategies. MILES BROWN ASSET MANAGEMENT works with a diverse client base, including high-net-worth individuals, and operates on a fee-based compensation structure, ensuring that their success is directly tied to their clients' investments.
The founder and CEO, MILES BROWN, has over 30 years of experience in the industry and holds multiple advanced degrees and certifications, including a CFA designation. The firm has a clean record with no disclosures reported, showcasing their commitment to ethical and responsible practices as a registered investment advisor.
MERITAS ADVISORS, LLC is a leading financial advisory firm that offers comprehensive services to clients of all types. With a team of experienced advisors and a proven track record of success, the firm has the expertise and resources to guide individuals and businesses towards their financial goals. With assets under management of $500 million and a team of 15 advisors, MERITAS ADVISORS, LLC has established itself as a trusted and reliable partner for clients seeking expert financial advice.
The firm's range of financial services includes investment management, retirement planning, estate planning, tax planning, and insurance planning. What sets MERITAS ADVISORS, LLC apart is their client-centric approach, allowing them to provide personalized solutions to meet each client's unique needs. The firm operates on a transparent fee structure, with fees based on assets under management and no commissions or hidden charges. With a clean regulatory record and a commitment to always acting in the best interest of their clients, MERITAS ADVISORS, LLC is a top choice for those seeking reliable financial guidance.