company C-suite executives. We have a multi-specialty group of management consultants, CIOs, risk strategists, data analysts IT experts, writers, marketers, JDs and more. Our portfolio also includes the sales and training of wireless

, LLC is an experienced equity manager that has been providing investment services to company has been able to grow its portfolio to manage billions in assets for an ever-increasing number ofmake informed decisions about their investments. Polaris Capital Management is committed to delivering superior returns and

Milwaukee Private Wealth Management, Inc. is an independent investment firm that with portfolio construction and asset allocation decisions. The firm advocates for shareholders to influence company management and , when necessary, and builds relationships with senior management to voice ideas and provide business and

as well as assistance with loan portfolios and risk management. We also provide personal banking facilitate family meetings, administer gift programs, and manage internal investments, employee benefits and other Wittman Capital Management Investment & Estate Counsel we strive to align our clients’ assets with their

create, collaborate, connect and communicate. Our managed services (Managed Network Services, Virtual CIO, and IT systems, office imaging (copiers and multi-function printers), document management, Cameras and Security Systems, and AIS, we invest in our most valuable asset - our staff. We provide them with training

objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning

management services for small businesses. Morling Financial Advisors Our model is to execute an all world portfolio that is designed to broadly diversify across many asset classes. The goal isclient is best served by having a low management fee structure, which in the long and short

Listing Agent, Commercial R.E., Notary, Property Management FADCAL Home & Mortgages specializes offering real member of National Association of Residential Property Managers (NARPM). List of clients includes corporations, , we have grown a full portfolio of Single Family, Multi-unit Apartment, and Commercial spaces

Woodlake Anchor dedicates itself to local property management throughout the mid-Peninsula. We have aand worry-free rental and management program for single family houses, condos, multi-unit buildings and properties. on rental assets. Joseph Stein, Broker, and his team have handled sales and manage properties for

Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection, Company Retirement Plans, Portfolio Analysis, Tax

Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review

Investments, Tax Preparation/Incentives, and Asset and Wealth Management, etc. Our 30-10-60 Portfolio is designed for the

selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk

Advantage Asset Management is a family-owned and -operated business basedThe Woodlands. We provide residential and commercial property management services throughout the greater Woodlands area, including Cypress, Klein, Tomball, Kingwood, Willis and Atascocita. Our portfolio also includes high-end homes in inner-loop

as buying and selling, leasing, property management, rehabbing, construction, development, investments, and residents, coordinating maintenance, rent collection, renewals, managing vendor relationships, ensuring compliance with taken care of. Our portfolio includes single-family homes, multi-family units, and

Boardwalk Capital Holdings, LTD. is focused on acquiring, managing, and developing commercial real estate in the Chicago-. Our portfolio consists of office, multi-family, and alternative assets that can be improved with modernizations and our superior management

that specializes in the sale and financing of multi-family investments in the San Diego area. and utilizing our in-depth knowledge of the multi-family sector. Our team of professionals is experiencedfull range of services, such as investment analysis, asset management, and financial structuring. Our goal is to provide

Primior Management is an industry leader in real estate, offering , income and return on investment. Their portfolio includes asset management, investment management, Investing services, property management and financial services, all of

are experts in alternative financial products and wealth management and are dedicated to helping their clients reach services to build a portfolio that is designed to protect and grow clients' assets while preserving their principal

Estate industry. Before this, Mari worked as an Asset Manager for multi-family property syndications. She has the certifications as resale and new homes, investment property, land, multi-family, luxury properties, historical homes, retirement homes, farm