including exchange traded funds, and equity call option writing. Silicon Valley Capital Management brings experience and ambition to the. SVCM provides top level investment strategy design, portfolio design, and portfolio management services, delivered in an exceptionally intimate and

asset allocation and "location," portfolio management, customized concentrated wealth management and private equity distribution/post-venture management services. Our approachimplementation costs, effective tax management, liquidity requirements, optimal portfolio and single-stock transition planning and other client

negotiations, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets and facility

analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurance and estate updates, as well as

organizes forums. In addition, it provides strategic planning, portfolio management and network analysis services. The company maintains a

the world in patent counseling, patent prosecution, patent portfolio management and complex international intellectual property strategies. Cognition IP

management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust

addition to handling a portfolio of more than 5,500 residential properties, CitiScape also manages over 500,000

that clients hired to sell large real estate portfolios and companies worth over $700M. I share this along with my experience developing real estate and managing rental property. My home buyer clients know how

by optimizing the investment holdings in each client portfolio. We use low-cost exchange-traded-funds (ETFs year; for your first 100 years of life. Management fees are capped. No minimum account size. All

an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, MBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for

, online banking, telephone banking, debit cards, mortgage, home equity, credit cards, certificates of deposit, individual retirement accounts and insurance services; commercial services, such as treasury management services, business financing and international trade services; home

The Henderson Group's complete portfolio of communications skills programs provides your employees the your organization's bottom line, whether selling products, managing teams, presenting customer solutions, or leading companies around

specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all

Managing Shareholder, Jeffrey S. Sloan, is a former Equity Partner in one of the largest and most. He is also the former Co-Founder and Managing Partner of one of the most respected employment

thrive. We specialize in helping those with company equity positions such as company stock, stock options, RSUs, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved

profile properties and the representation of a major portfolio of retailers and restaurants. Our property representation extends's initial program requirements through design and construction management, to merchandising, tenant mix, marketing and leasing. Our

and Enterprise Applications initiatives. We provide a comprehensive portfolio of solutions and services designed to help companies and improve business performance. Our Solutions Include: Data Management & Business Analytics Enterprise Information Management Financial Management Quality

Managing Shareholder, Jeffrey S. Sloan, is a former Equity Partner. In one of the largest and most. He is also the former Co-Founder and Managing Partner of one of the most respected employment

reputation for integrity and effectiveness, while establishing a portfolio of some of North America's most acclaimed was voted "Best PR Agency" in Vineyard & Winery Management magazine's annual reader survey for the second