Managed Asset Portfolios, LLC (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a Single-Family Investment Office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions throughout the United States and Canada.

Investing is much more complicated today than it was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international securities continues to grow. With so many choices and increasingly volatile financial markets, it has become more difficult for individual investors to monitor their own portfolios and make timely investment decisions. However, the decisions an investor makes today and in the future can significantly affect his or her long-term financial security. Mainstay Capital Management, LLC (MCM) was founded to help investors who do not have the time or inclination to give their retirement savings accounts and other investments the thorough research and analysis they require. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a client’s 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk. Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $3.8 billion under management. Unlike many other firms, MCM has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. At Mainstay Capital Management we are committed to providing professional, personalized service. After a thorough analysis, Mainstay will manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, or would like to generate current income and minimize volatility, our team will manage your portfolio and handle all of the day-to-day investment decisions. Additionally, with a staff of Certified Financial Planners and Chartered Retirement Planning Counselors, Mainstay can offer advice and develop comprehensive solutions for any financial aspect of your life.

The Moran Company, an HMA Company, is a Washington-based health care research and consulting firm focused on the boundary between the public and private sectors in health care. We assist clients in all sectors of the industry in devising business and policy strategies that are simultaneously commercially realistic and politically practical. Moran Company consultants have extensive expertise in the design, implementation and evaluation of all types of payment systems, both in Medicare and the private sector. We can assist clients seeking to understand factors that affect the flow of payments through these systems.

Financial Services Company. Assisting customers with all their financial needs. Residential Mortgage Loans, Modification Assistance, Secured Loans. Financial Counseling. DFS has established a National Presence to better help homeowners find secured loan options. Working with our Corporate Partners we place qualified homeowners with lending partners.

Newtech Dealer Services is one of the industry’s leading innovators in technology, consulting, financial services, and vehicle management. Since 1998, our proven systems and methods have helped dealers throughout the country add more volume and gross.

QOLity Financial is a financial planning firm dedicated to providing its clients with a comprehensive planning experience- retirement, cash flow, insurance and estate plan funding. We "plan for more"​. Investment products are offered through LPL Financial, member FINRA/SIPC. LPL provides technology, brokerage, and invested advisory services to over 12,000 financial advisors through the United States.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Khirfan Financial was founded by Abdalhakim (Abed) Khirfan, Financial Advisor, in 1988. Established on the principles of hard work, trust, and integrity we strive to offer a comprehensive approach to serve our clients needs. Over the years, we have expanded the practice to include financial services, wealth management, employee benefits, accounting/bookkeeping, and tax planning & returns. Our primary objective is to serve the needs of the medical profession and wealth management clients. Our team includes trained professionals with years of experience to meet your needs. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings. We develop customized plans that are action based and will help you achieve your long term goals. We keep you informed about your plan, suggest new ideas, and promote options that suit your needs. Simply put, we strive to be your trusted advisor. Our mission is to provide the best possible benefits for you and your family. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and develop custom plans from a large variety of providers and offer background support to implement, maintain, analyze, and strategize for the future. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Khirfan Financial and Securities America are separate entities. For disclosures please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

We seek to help you answer two questions: Do you know exactly how much money it is going to take for you to retire comfortably and to remain comfortably retired? We understand the anxiety and uncertainty those two questions contain. We have developed a unique financial planning process inspired by behavioral investing, informed by history, and driven by leading technology to achieve our client's retirement goals.

Based on my experience selling companies to Google, Oracle, Intel, Symantec, TPG, ARM, McAfee, Gemalto, Seiko Epson, ViaSat, Verifone, and others, I advise emerging technology companies on value creation and realization through strategically driven M&A. Thanks for visiting! -Chris Augur

Investment Management for individuals, families, corporations, etc. Full Service Brokerage Services including stocks, municipal bonds, corporate bonds, exchange traded funds, mutual funds, stock options, etc. Individually managed accounts. Over 150 years experience among our 6 principals.