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Small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors goals.
Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.
Millenium Management LLC is a New York, NY-based company in the Financial Services sector.
Geri Ramsay & Associates LTD is a Vancouver, BC-based company in the Financial Services sector.
Murphy & Partners is a New York, NY-based company in the Financial Services sector.