| Name | Title | Contact Details |
|---|
Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients` wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That`s why Horizon`s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients. Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We`ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant`s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning.
Founded March 2006, ClariVest Asset Management LLC is an asset management firm majority-owned by its employees. We market our investment services to institutional clients, including corporate and public pension plans, foundations, endowments, and Taft-Hartley clients worldwide. Our company is founded on the idea that clarity in the investment process is critical to maintaining strong performance and client relationships. We believe that success is dependent upon several factors, the most important of which is a disciplined investment strategy with a talented, experienced team of people to execute it.
Lime Group is a New York, NY-based company in the Financial Services sector.
A boutique multi-family office serving a select group of ultra-high net worth clients and their families. EPIQ Capital Group is a boutique multi-family office