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At Fisher Investments, we believe in doing better. We`re always striving to improve, to look at things from new perspectives and to explore options, because we are trying to Better the Investment Universe. We work in an industry that needs different, and whose clients deserve better. Being better means being different and we have been from day one. When founder Ken Fisher established Fisher Investments as a sole proprietorship in 1979, he wasn`t trying to beat competing investment firms at their own business model. Ken simply started a new model, advising institutional clients in using domestically-focused, small-cap value equity investments. What began as a small, startup-style institutional investment company soon expanded into a largely-untapped market: money management for high-net-worth investors looking to meet their long-term financial goals. 40 years later, Fisher Investments and our affiliates operate out of 17 countries worldwide and manage over $115 billion in assets for more than 65,000 private clients and over 175 large institutions.
DAlly Corp. is a company that specializes in providing commercial finance solutions to businesses. They offer a comprehensive portfolio of business loans, including commercial real estate financing, healthcare financing, and small business financing.
Vintage Financial Services, LLC is a Ann Arbor, MI-based company in the Financial Services sector.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
At RBC Bank, we're committed to helping clients achieve their financial goals. We offer the best of both worlds - the strength and stability of one of North America's largest and most sound financial institutions plus the attention of a community bank.