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Transparent Value is a New York, NY-based company in the Financial Services sector.
ScotiaMcLeod - Jeffrey McCartney is a Toronto, ON-based company in the Financial Services sector.
Huntley O'Hagan Financial Planning is a Waterloo, ON-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
At Johnson Financial Group, we`re in the business of “20-year conversations” with leaders – be it head of a business, or head of a family (or both). During our 30+ years, we`ve built a tapestry of long-time clients who – like you – are all leaders in their own domains. Like you, leaders understand that individuals can`t be specialists in every subject. Focusing on each person`s strengths & delegating the rest is the proven path to success. By focusing on what we do best – helping our clients protect the financial well being of their families, be they relatives or employees – you can focus on what you do best. We get to know you, your goals, interests & experiences, & then help to build the financial supports for your lifestyle & business success. Our role is as advisor & counsel. Our goal is to empower you in making informed decisions for the security of your financial future. While complexity is sometimes necessary, a simpler approach is preferred. Your plan must be practical for your needs & goals, & the stage of your business and life. Our goal is to meaningfully leverage the resources available. We believe in team. A meeting of the minds of all your key advisors results in doing the right things at the right time for the sustained & strong financial health of your business and family. We understand this, & embrace it.