Carter Capital Management

Carter Capital Management

Carter Capital Management is an investment firm dedicated to providing excellent service and tailored plans to help individuals and families reach their financial goals. With over 25 years of experience, the team at Carter Capital takes a personalized approach, getting to know you and your financial needs to create a plan that helps you accumulate, protect and realize your financial objectives. Services include comprehensive financial planning, portfolio management, tax planning, retirement planning and more.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Orion Capital Management

Orion Capital Management is a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our team of experienced professionals provides comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs and objectives. With a commitment to excellence and integrity, we strive to build long-term relationships with our clients, ensuring their investments are managed with the highest level of care and attention.

Clarity Capital Management

Clarity Capital Management is open for business during the Covid-19 pandemic and offers a free consultation to discuss your tax and financial planning needs. Our team specializes in income planning, yield generation, risk management, estate planning, and survivor planning, as well as benefits and planning services for federal employees. We offer a large variety of investment options and insurance products, consolidated reporting and competitive fees. Our advisors are certified fiduciaries and investment advisor representatives who provide face-to-face meetings, even for those who live out of state. We work with your tax professional and attorney to ensure optimal tax efficiency and estate planning for your needs. Social security and Medicare optimization can also be achieved. Our goal is to help you minimize volatility and maximize your financial success. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Walnut Capital Management

Walnut Capital Management is a leading real estate management, development and brokerage firm based in Pittsburgh, PA. It specializes in providing residential communities, luxurious apartments, townhomes and commercial real estate in desirable locations across the city and its nearby areas. The company has experienced rapid growth since its establishment and is now one of the largest and most successful companies in the region. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Conover Capital Management

Conover Capital Management is a fiduciary compliance and investment services firm. We are committed to providing our clients with specialized expertise to help them meet their compliance and investment objectives. Our team of specialists offers a range of services, from fiduciary review programs to secure document transmission, to help you achieve your financial goals. Our program includes 404(a) and 404(c) compliance, removal of trustees, annual plan reviews, bonding and insurance, investment program design and policy statements, quarterly performance monitoring and client service specialists. In addition, we provide interactive enrollment meetings, one-on-one consulting and a monthly newsletter to ensure our clients are kept informed and up-to-date. With our due diligence assessment, we can evaluate your plan's product and service solutions, benchmarking analysis and provider selection expertise. Our experienced team at Conover Capital Management is dedicated to delivering excellence in fiduciary and investment services.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Apex Capital Management

Apex Capital Management provides investment advisory services to our clients with the goal of achieving positive returns with substantially less volatility than the traditional markets. Our approach combines multiple investment strategies, which seek low correlation to traditional asset classes and markets, while providing liquidity and transparency. Prior to managing any investments, we conduct an in-depth interview with each potential client in order to tailor portfolios to their individual characteristics. We are experienced in different methods of analysis, including quantitative, fundamental, top down and bottom up, which we use to determine how to allocate assets based on the chosen investment strategy. In addition, prevailing economic conditions, risk measures and our judgment of where we are in the economic cycle are all taken into account when weighing the potential risks and opportunities associated with a portfolio.

Wynn Capital Management

Wynn Capital Management (WCM) is a highly experienced portfolio management firm that specializes in creating and managing low cost, diversified ETF portfolios. Additionally, WCM leverages equity options for income and risk management strategies, making them an ideal partner for those looking to maximize their returns while minimizing risk. Furthermore, WCM has a very low advisor to client ratio, ensuring that each client receives individualized attention and support. Finally, WCM also offers solutions for tax sensitive investing. The WCM team is comprised of highly qualified portfolio managers with a proven track record. Their mission is to provide their clients with the best possible investment solutions, tailored to their individual needs and objectives. With their expertise in ETFs, equity options, and tax sensitive investing, WCM is an ideal partner for those looking to make the most of their investments.

Saratoga Capital Management

Saratoga Capital Management, LLC is a team of professionals who manage the mutual funds in Saratoga Advantage Trust. They are dedicated to providing sound advice and secure investments to their customers. The team consists of experienced professionals with a strong understanding of the markets and financial instruments. Their services include portfolio management, risk management, asset allocation, and financial planning. They strive to ensure that their clients have the best possible return on investments while minimizing risks. Furthermore, they are committed to staying up to date on the latest market trends and utilizing the most advanced technology to ensure maximum returns. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Cruz Capital Management LP

Cruz Capital Management LP is an international asset manager and fund provider with offices in the US, Cayman Islands, and Europe. We are dedicated to providing the highest quality of service to our clients and corporate partners. Our experienced portfolio managers and industry experts specialize in alternative investments and managed fund strategies to produce strong returns across multiple asset classes. Our team follows a close-monitoring approach for each portfolio, combining our investment professionals' expertise with sophisticated risk management processes. We build trustful relationships with our clients and offer tailored services to meet their needs. We strive to surpass expectations through our global structure, client services, and sustainable outperformance.

Ferguson Wellman Capital Management

Ferguson Wellman Capital Management has been providing private investment advisory services since 1975. Our mission is to serve the financial needs of families, individuals, corporate and union retirement plans and nonprofit organizations. We strive to provide our clients with the best tailored portfolio management solutions, wealth management advice, institutional services, and financial planning. To become a client, there is a minimum portfolio amount of $3 million for Ferguson Wellman and $750,000 for West Bearing. We have a team of specialists in each area to ensure that all of our clients receive the best service possible. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Polaris Capital Management

Polaris Capital Management, LLC is an experienced equity manager that has been providing investment services to both institutional and individual clients since 1995. With a long-standing record of successful global and international equity investments, the company has been able to grow its portfolio to manage billions in assets for an ever-increasing number of clients, including retirement plans, insurance companies, foundations, endowments, and high net-worth individuals. The company has assembled a highly-skilled team of professionals with decades of experience in the financial industry. This team offers a comprehensive suite of services tailored to the unique needs of each client, enabling them to make informed decisions about their investments. Polaris Capital Management is committed to delivering superior returns and protecting investor capital.

Demarco Capital Management

At Demarco Capital Management LLC, we understand that making wise financial decisions now is key to creating a secure future for you and your family. We serve Baltimore, MD and its surrounding areas, and our priority is always put the client first. Our team of financial consultants are experts in the fields of insurance and investments, helping clients create solution tailored to their individual goals and needs. We are committed to providing our clients with reliable advice and support, from understanding markets to delivering innovative strategies and planning for the future. We strive to provide the highest quality services and make sure our clients have the best experience possible.

Davis Capital Management

Davis Capital Management is a registered investment advisor in Jacksonville, Florida providing professional investment management services as well as financial, tax, estate and retirement planning. As a fiduciary, the company follows a fee-only structure without commission payments from its clients.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Cramer Capital Management, LLC

Cramer Capital Management, LLC is a firm that specializes in helping clients achieve long-term financial success. Through our tailored programs, we strive to increase and protect our clients' wealth while delivering top-notch service. We are dedicated to partnering with individuals who are eager to make their success count. We believe life should be lived intentionally, not haphazardly. This means having the time and energy to look after yourself, family, friends, and the environment while having the financial security to do so.Our approach to client-oriented life planning is based on five key elements: mental, physical, spiritual, social, and financial health. We are passionate about guiding and equipping people to live financially secure lives and reach their goals.