Robinson Value Management

Security Investment Partners

At Security Investment Partners, our mission is to help our clients secure their future through sound investment management. We are solely focused on managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each client's goals and risk tolerance. Our team has a vested interest in performance, as our own holdings exactly match those of our clients. All securities and funds are held at third-party custodians of the client's choice for maximum liquidity, security and transparency. We don't charge any fees to allocate mutual funds, thus eliminating layers of costs. Our focus lies solely on achieving superior investment results, rather than marketing. We offer our clients an unparalleled level of expertise, experience and commitment to delivering exceptional returns. Contact Security Investment Partners today to learn more about our services.

Calvert Research and Management

Calvert is a recognized leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact. Calvert Research and Management traces its roots to Calvert Investments, which was founded in 1976 and was the first to launch a socially responsible mutual fund that avoided investment in companies that did business in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds -- all managed in accordance with the Calvert Principles for Responsible Investment. Through the years, the Calvert Funds have stayed at the forefront of Responsible Investing, applying innovative investment strategies, groundbreaking research, shareholder advocacy programs and public policy initiatives. Today, we're helping a new generation of investors see financial potential through the lens of environmental, social and governance (ESG) factors.

Stockcross Financial Services

Stockcross Financial Services is a financial services provider offering expertise in high yield debt securities and equity growth. They provide comprehensive research and analysis of stocks, and offer advice on tax-free bonds, stock splits, tax shelters, minimum distributions and financial stability. Furthermore, they help clients with long and short term investments, such as mutual funds, corporate bonds, municipal bonds and government bonds. They also assist with asset allocation and fixed income investments, enabling clients to maximize their investment income. 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.

StockCross Financial Services

StockCross Financial Services is a leading provider of high-yield debt securities, equity growth, stock splits, tax shelter, and minimum distribution services. They specialize in providing financial stability through long-term and short-term investments, such as mutual funds, stock research, investment income, corporate bonds, municipal bonds, government bonds, and fixed income. Asset allocation strategies are also available to help ensure optimal returns. With their comprehensive analyst reports and tax-free bond offerings, StockCross strives to provide superior returns for their clients.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

First Western Capital Management

First Western Investment Management (FWIM) is an investment advisor and a subsidiary of First Western Financial Inc. Based in Los Angeles, Calif., it specializes in providing integrated wealth management solutions to the North American foundations, endowments, pension plans and acts as sub-advisor to a number of institutional clients. As a diversified investment manager with fixed income, equity and total return investment expertise, the company offers customized investment solutions in the areas of private banking, personal trust, investment management, retirement advisory services and wealth planning. First Western Investment Management has affiliation with First Western Capital Management to provide back office support to the local clients.

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.

Robinson Value Management

Robinson Value Management is an investment firm that has been accredited by the SEC. We specialize in managing equity, fixed income and balanced portfolios for both individuals and organizations with the goal of achieving higher returns with less risk over the long run. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Smart Portfolio Management

Are you thinking about retirement? Have you been asking yourself whether you can afford to retire now or if you are saving enough for retirement? It is important to consider all your options and create a plan that meets your needs. Smart Portfolio Management can help you review your 401(k) investment election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings appropriately based on your risk tolerance. We can also help you prepare for long-term illness in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice if you are expecting an inheritance or inherited IRA, selling your business and needing business succession planning, or have won the lottery and need help handling the money. Our advisors can also help you with retirement and financial independence planning, estate planning, social security benefit election strategies, required minimum distributions from qualified retirement savings, and major life changes such as death of a spouse, divorce, or a qualified domestic relations order. We can review your variable annuities, life insurance, indexed annuity, and fixed annuity plans, as well as your deferred compensation plans and Medicare supplement coverage or Medicare advantage coverage options. Finally, we can advise you on how to draw down on your retirement savings without running out of money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more than just financial knowledge. Our team of experienced advisors will work closely with you to ensure that your plan meets your goals and lifestyle needs. Contact us today to learn more about how we can help you prepare for a successful retirement.

Bobby Peters,CIMA®,CRPS®

Bobby Peters, CIMA® and CRPS® is a financial services firm that offers a range of services including institutional investing, lending, pensions, alternative investments, asset management, estate planning, wealth management, fixed income, 529 plans, qualified retirement plans (IRAs), municipal bonds, business planning, cash management, 401k rollovers, certificates of deposit, annuities, and life insurance.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.

Osborne Partners Capital Management

Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets.   Our investment team averages over 25 years of experience, and each has earned a MBA, CFA, or both designations.  OPCM presently manages approximately $1.6 billion in assets for clients (as of 6/30/20).

Stockcross

Stockcross is a financial services company that specializes in providing high yield, debt securities and equity growth opportunities to their clients. They offer a range of services such as analyst reports, tax free bonds, stock splits, tax shelter investments, minimum distributions, and financial stability evaluations. In addition, they provide long and short term investment options such as mutual funds, stock research, investment income, corporate bonds, municipal bonds, fixed income, asset allocation, and government bonds. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Angelo Gordon & Co

Founded in 1988, Angelo, Gordon & Company is a privately held investment advisor that provides a range of alternative investment solutions. It has expertise in absolute return strategies for institutional and high net worth investors. With its affiliates, the firm manages approximately $15 billion. Angelo, Gordon & Company offers various fixed-income strategies that include distressed debt, credit opportunities and nonperforming loans. It also provides real estate private equity, debt and net lease solutions. The firm specializes in identifying opportunities, capital protection, risk management and investment process. Angelo, Gordon & Company maintains a staff of more than 50 research analysts and over 10 portfolio managers.

Performance Trust Capital Partners

Performance Trust Capital Partners is a financial services company that specializes in Enterprise Shape Management™ (Asset Liability Management), Fixed Income Services, Regulatory Support, Investment Banking, Bond Accounting Services, and Risk & Investment Analytics. The company provides tailored solutions to clients in order to maximize profitability and minimize risks. They provide guidance and support in areas such as risk management, investment strategy, capital markets, and regulatory compliance. 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.

El Jarocho Income Tax Service

At El Jarocho Income Tax Service, we strive to provide exemplary accounting services for all of our clients. Our award-winning firm has been in business since 1990 and is dedicated to customer satisfaction. We offer no-obligation consultations, fixed accounting fees, a personal account manager, same-day company formation, IR35 technical expertise, VAT registration, tax planning, free business banking, and bilingual services. Our team is experienced and knowledgeable, so you can rest assured that your finances are in good hands. 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.