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Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients` Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Provide Straightforward Advice Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
Desert Living Concierge is a Scottsdale, AZ-based company in the Financial Services sector.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Vinergy Capital Inc. is an actively managed, sector agnostic Canadian investment issuer focused on high-impact and high-growth opportunities. The Company`s management team has an extensive track record of sourcing exclusive deal-flow and value creation via building businesses. As recently announced the Company maintains an active investment mandate in the blockchain and cryptocurrency space.