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  • Sterling Capital Management

  • An employee-owned, SEC registered investment advisor.

    Category: Charlotte
    http://www.sterling-capital.com/

  • MCA Home Page

  • Martin Capital Advisors, LLP is a registered investment advisor managing private and institutional investment portfolios, mutual funds, and a private equity fund for accredited investors.
    Martin Capital Advisors, LLP is a registered investment advisor managing private and institutional investment portfolios, mutual funds, and a private equity fund for accredited investors.
    Category: Financial Planning
    http://www.martincapital.com/

  • Fee Only, Asset Allocation, Investment Manager, In

  • Institutional Consulting Group (ICG), a division of Rogers Capital Management, Inc., a fee-only registered investment advisor.
    institutional consulting, investment consulting services, value-added consulting, investment advice, fee-only consultant, asset allocation, mean-variance optimization, investment manager searches, Statement of Investment Policy, asset allocation stud
    Category: Fort Worth
    http://www.institutionalconsultinggroup.com/default.aspx

  • FinArc: Home

  • FinArc is an independent, fee-only registered investment advisor offering investment management, retirement planning, college savings planning, and socially responsible investing services to small business owners, women, corporate retirement plans, and institutions, including endowments and foundations.
    FinArc is an independent, fee-only registered investment advisor offering investment management, retirement planning, college savings planning, and socially responsible investing services to small business owners, women, corporate retirement plans, a
    Category: Money Management
    http://www.finarc.com

  • Novare Capital Management Charlotte, NC Registered

  • Novare Capital Management Charlotte, NC, registered investment advisors firms portfolio managers and fee-based investment managers, wealth managers, serves institutional and individual clients and foundations. cv examples for managers
    Novare Capital Management, Personal Trust Services Investment Advisor, William Bill Baynard, Don Olmstead, Charlotte, NC, North Carolina, Financial advisors, Investors, Wealth Management, Hedge Fund, Private Equity, Advisory Service, Consulting,
    Category: Charlotte
    http://www.novarecapital.com/

  • Eagle Global Advisors

  • Founded in 1996, Eagle Global Advisors is a S.E.C. registered investment advisor actively managing investment portfolios containing domestic equity, international equity, Master Limited Partnerships, and domestic fixed income securities. Eagle also sub advices the Eaton Vance Tax Managed International Equity Fund. Our clients include Eaton Vance, high net worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments and foundations. Our equity investment philosophy focuses on identifying the securities of large capitalization companies with improving growth potential that are not fully recognized by current valuations.
    Founded in 1996, Eagle Global Advisors is a S.E.C. registered investment advisor actively managing investment portfolios containing domestic equity, international equity, Master Limited Partnerships, and domestic fixed income securities. Eagle also s
    Category: Financial Planning
    http://www.eagleglobal.com/

  • Welcome to Heron Capital Management, Inc.

  • Heron Capital Management, Inc. is an SEC registered investment advisor providing fully managed investment services to individuals and institutions including taxable and IRA accounts, trusts, pension funds, and endowments.
    Heron Capital Management, Inc. is an SEC registered investment advisor providing fully managed investment services to individuals and institutions including taxable and IRA accounts, trusts, pension funds, and endowments.
    Category: Financial Planning
    http://www.heroncapital.com/

  • Shearwater Capital - Customized Investment Financial Management Solutions - Dimensional Fund Advisors (DFA), Exchange-Trades Funds (ETF),Index Funds - Modern Porfolio Theory

  • Shearwater Capital - Fee Only Registered Investment Advisor Offering Customized Tax-Efficient Investment Solutions, Dimensional Fund Advisors (DFA), Exchange-Trades Funds (ETF),Index Funds
    Shearwater Capital - Fee Only Registered Investment Advisor Offering Customized Tax-Efficient Investment Solutions, Dimensional Fund Advisors (DFA), Exchange-Trades Funds (ETF), Index Funds
    Category: Financial Planning
    http://shearwatercapital.com/

  • RCG Capital Partners, LLC

  • RCG Capital Advisors, LLC is a registered Investment Advisor that operates multi-manager funds of hedge funds focusing on Absolute Return Strategies.
    RCG Capital Advisors, LLC is a registered Investment Advisor that operates multi-manager funds of hedge funds focusing on Absolute Return Strategies.
    Category: Financial Planning
    http://www.rcgcapital.com/

  • Beam Capital Management

  • Website of Beam Capital Management, LLC. A registered Investment Advisor based in New York
    Website of Beam Capital Management, LLC. A registered Investment Advisor based in New York
    Category: Financial Planning
    http://www.beamcap.com/






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