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You are a unique individual, with your own experiences, ideas and concerns about investing. Our process starts with an in-depth understanding of your goals, preferences and unique circumstances. We draw on our deep understanding of investing, and collaborate with you to deliver custom portfolios that match your requirements and meet your expectations. We blend asset classes, strategies and managers with complementary styles into broadly diversified portfolios that span a wide spectrum of global investment opportunities.
Founded in 2002, Capify is a leading financial technology company that leverages a proprietary underwriting technology platform to provide working capital solutions to businesses including merchant cash advances and business loans. With over twelve years` experience in the industry, Capify has become a trusted leader in alternative small business financing. Headquartered in New York City, with more than 200 employees and an A+ Better Business Bureau (BBB) rating, Capify is a one-stop shop for businesses seeking working capital solutions for their business.
Advisor Capital Management is a Paramus, NJ-based company in the Financial Services sector.
Linton Shafer Warfield is a Frederick, MD-based company in the Financial Services sector.
Cranbrook Associates Inc is a Birmingham, MI-based company in the Financial Services sector.