Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

HLM is a leading healthcare investment firm, providing capital to innovative and category-defining healthcare technology and services companies. HLM works with leading growth-oriented healthcare companies that are improving the quality of healthcare while reducing overall costs. HLM has built an extensive network of talented investment professionals, deep strategic relationships and experienced industry veterans. Since its founding 40 years ago, HLM has invested more than $1 billion, building more than 100 companies.

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

GroveStreet's sole business is to build customized private equity fund portfolios for large institutional investors in a separate account format. We manage 40+ separate accounts for 15 clients with over $7 billion in assets under management. GroveStreet predominantly invests in lower middle-market buyout, growth equity and venture capital funds. We are an organization dedicated to strong investment performance and customized services to a small number of clients since 1998.

Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 20 experienced financial advisors who manage or oversee in excess of $3.085 billion. Our services include the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. Our breadth of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. For further information or to get assistance for your wealth management and financial planning needs, please contact Ron Nelson at [email protected] or 860-767-4300. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc., are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any Bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of loss of the principal amount invested.

St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.

Fairview curates dynamic relationships for institutional investors, providing unparalleled access across the most compelling segments of the private markets: venture capital, diverse and emerging managers, and co-investment.

Volition Capital is a growth equity firm established in 2010 that focuses on investing in high-growth, founder-owned technology businesses across the U.S. and Canada that generally have between $5 million and $50 million in revenue with demonstrated capital efficiency. The firm's portfolio comprises 26 companies in the United States and Europe. Volition Capital specializes in software, Internet, information services and tech-enabled services companies that have operating discipline and aspirations for greatness. (www.volitioncapital.com)

Energy-focused Private Equity Firm

Diversified Insurance Brokerage Services, Inc. are specialists in the Group Medical Insurance market. We have innovative and creative solutions to give your company the best alternatives; especially in today's economy. Please give Karen Geri a call (210) 558-3377 -for a complimentary evaluation of your Employee Benefit plan. Also offering Dental, Vision, Disability, Vision, 401K, Cafeteria Plans, and COBRA administration.

Founded in 1979, BTS Asset Management is one of the oldest nontraditional risk managers, managing traditional assets with a nontraditional approach. BTS: Seeks to preserve capital, offer downside risk management, and provide upside potential. With over four decades of tactical fixed income money management, BTS has the experience of managing through several market cycles, recessions, recoveries, and multiple up and down interest rate periods.

We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work, and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first. The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism, and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments - and neighbors - we serve. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Professional Planning Group. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Professional Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm; https://www.ppgadvisors.com/