in Orange County, and they manage more retirement plans than any 's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios

largest pool of direct lenders, portfolios, institutions, hedge funds, insurance companies, CMBS, REITS, construction, specialty funds, bridge, mezzanine and equity

markets through closed-end funds (CEFs). Our systematic investment portfolio. Our track record places us in the top 1% of all Morningstar-rated mutual funds, ETFs, and hedge funds with a 10-year history. The CEF structure allows us to acquire professionally managed, diversified portfolios

term. They allow you to diversify your portfolio and hedge against market fluctuations. The types of can include stocks, bonds, mutual funds, REITs, and exchange-traded funds (ETFs). Insurance products provide protection of a financial plan can help you manage your money with greater efficiency, allowing you

, LLC is a team of professionals who manage the mutual funds in Saratoga Advantage Trust. They are dedicated to the markets and financial instruments. Their services include portfolio management, risk management, asset allocation, and financial planning. They strive

corporate partners. Our experienced portfolio managers and industry experts specialize in alternative investments and managed fund strategies to produce strong-monitoring approach for each portfolio, combining our investment professionals' expertise with sophisticated risk management processes. We build trustful

investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, longoptions including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investmentclients to develop budgets and cash management strategies tailored to their individual

an investment management law firm dedicated to providing counsel to hedge funds, private equity funds and real estate funds, including qualified opportunity zone funds. Our team of

financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets , and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the

investment strategy has historically outperformed most hedge funds as reported by Barclays hedge fund report (2015). The first step for in providing individualized financial planning services and asset management assistance to individuals and families. Our services are

, working with all types of investors, hedge funds and institutions to build their portfolios through locating deals, running analytical

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

grant clients the independence to grow their investment portfolios and achieve the highest quality of life for your lifestyle. Whether you are planning for retirement, managing existing funds, or setting aside capital for future projects

an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific . Insurance review is another important element of portfolio analysis, with the aim of ensuring that which provide guidance on how to save and manage funds on a daily, monthly and yearly basis

wealth conservation, portfolio management, private money management, retirement plan solutions, business succession strategies, executive compensation plans, education funding solutions, personal

, financial planning, investment portfolio management, wealth management, tax strategies, alternative investments, private equity, hedge funds, stocks, bonds, and mutual funds. He is committed

the leading providers of on-demand investment management solutions for the global financial industry a real-time, cross-asset trading, portfolio and risk management solution available as an enterprise users, including brokerage firms, banking institutions and hedge funds worldwide. Headquartered in New York City, the

clients. We specialize in wealth-management of individual assets, endowments, foundations, pension funds, profit sharing plans, and more boasts an average of 30 years in portfolio management. Currently, Hartline Investment manages approximately $350 million in assets for

, and student loans. The company has an experienced management team and staff, best-in-class IT infrastructure relationships with commercial and investment banks, finance companies, hedge funds, and credit unions. They have successfully completed a

Our approach promotes communication and feedback with the portfolio manager in order to ensure the success of , whilst protecting our clients' portfolios from undue risk through our proprietary hedging techniques. Our team of by fostering an open dialogue between the portfolio manager and the client, we can create a