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Castle Harlan was founded in 1987, but its roots reach back to the start of the institutionalized private equity market in the 1960s and the pioneering use of private equity limited partnerships as investment vehicles. Our investment funds are limited
Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution – a think tank – whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice. The vision of the Institute is a fiduciary society where fiduciary principles and practices permeate the Wall Streetinvestment and financial advisory profession, and all advice serves investors’ best interest. (A fiduciary society is the term Vanguard founder John C. Bogle uses to describe the goal we must aspire to in ensuring that “trustees of other people’s money act solely in the interests of their beneficiaries.”)
Delta Investment Services Inc is a Chesterfield, MO-based company in the Financial Services sector.
Duncan-Williams, Inc. is a boutique investment banking firm that provides financial advisory services.
Cobia Capital Management is a New York, NY-based company in the Financial Services sector.