Showing 1 - 12 of 63 results
RENAISSANCE INVESTMENT GROUP, LLC
RENAISSANCE INVESTMENT GROUP, LLC
Lenox, Massachusetts
Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.
BIRINYI ASSOCIATES, INC.
BIRINYI ASSOCIATES, INC.
Westport, Connecticut
Write a 250 word business description in the third person of BIRINYI ASSOCIATES, INC. based out of WESTPORT, CT with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Birinyi Associates, Inc. has over 0 individual clients with over $277,141,000 in assets under management. Birinyi Associates, Inc. is a small investment advisory firm based out Westport, CT with 1 offices. 99% of the assets they manage are discretionary.The majority of the assets managed are for high networth individuals.Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, subscription fees, fixed fees, . Birinyi Associates, Inc. has 5 total employees with 4 of them providing investment advisory services. They average approximately $69,290,000 in assets under management per investment advisor, which is average compared to the industry average.
HOLLOW BROOK WEALTH MANAGEMENT LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, New York
Hollow Brook Wealth Management LLC, a leading local investment advisory firm based in Katonah, NY, prides itself on serving a diverse clientele of over 50 individual clients. With a strong reputation in the financial industry, they oversee an impressive $956,571,000 in assets under management, demonstrating their expertise and commitment to delivering exceptional financial services. As a trusted partner in wealth management, Hollow Brook Wealth Management LLC operates with a client-centric approach, tailoring their services to meet the unique needs of each individual. With 44% of their assets managed in a discretionary capacity, clients benefit from the firm's ability to make investment decisions on their behalf, providing peace of mind and efficient portfolio management. Specializing in catering to high-net-worth individuals, Hollow Brook Wealth Management LLC recognizes the importance of safeguarding and growing substantial wealth. Their team of 13 dedicated professionals, including 6 investment advisors, possesses extensive industry knowledge and experience, enabling them to provide expert guidance and strategic investment advice. With an average of approximately $159,430,000 in assets under management per investment advisor, Hollow Brook Wealth Management LLC stands out in the industry for their exceptional track record and ability to consistently deliver superior results. Notably, David Oring, one of the firm's longest-tenured registered advisors, has been with the company since 2009, contributing to its continuity and client-focused culture. Hollow Brook Wealth Management LLC offers a flexible compensation structure, including various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures alignment with client interests and motivates the team to strive for exceptional performance. In conclusion, Hollow Brook Wealth Management LLC distinguishes itself as a reputable investment advisory firm, providing personalized wealth management services to a discerning clientele while achieving remarkable results in growing and safeguarding their clients' assets.
DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
Monroe, Connecticut
Dunbar Associates, LLC is a reputable investment advisory firm headquartered in Monroe, CT. With a dedicated team of two experienced professionals, they offer comprehensive investment advisory services to a diverse clientele. Their office in Monroe serves as a hub for delivering personalized financial solutions tailored to their clients' unique goals and risk tolerance. With an average of $54,930,000 in assets under management per investment advisor, Dunbar Associates maintains a solid standing within the industry. Their compensation structure is flexible, incorporating various approaches such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Notably, 34% of the assets they oversee are discretionary, indicating a high level of trust bestowed upon Dunbar Associates by their clients. Their client base comprises over 50 individuals, collectively entrusting the firm with more than $109,866,000 in assets under management. The firm boasts a team of seasoned professionals, including Keith Cuomo and Robert Dunbar, who have exhibited unwavering dedication as registered advisors for Dunbar Associates. With their combined expertise and commitment, the firm maintains a track record of delivering sound investment advice and fostering long-lasting client relationships. Dunbar Associates, LLC continues to uphold its reputation as a trusted partner, consistently providing comprehensive investment advisory services that enable their clients to navigate the ever-changing financial landscape with confidence.
WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC
Shelton, Connecticut
Wright Investors Service Inc, a reputable investment advisory firm headquartered in Shelton, CT, boasts an impressive track record in managing assets for over 60 discerning individual clients. With assets under management exceeding $1.29 billion, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and prides itself on offering personalized investment strategies tailored to each client's unique financial goals. Distinguishing itself further, Wright Investors Service Inc maintains a significant 56% of discretionary assets among its portfolio. This allows them the flexibility to make investment decisions on behalf of their clients, leveraging their expertise to maximize returns. The compensation structure at Wright Investors Service Inc encompasses various types, including a percentage of assets under management, subscription fees, and fixed fees. With a team of 18 skilled professionals, including 7 dedicated investment advisors, Wright Investors Service Inc provides clients with in-depth market analysis, expert guidance, and comprehensive financial planning services. Remarkably, each investment advisor manages an average of approximately $185 million in assets, surpassing the industry average and reflecting their commitment to delivering exceptional results. Notably, Wright Investors Service Inc takes pride in its long-standing advisors, exemplified by the tenure of respected individuals like Robert Smith, Donald Kunze, and Mark Moyher. Their wealth of experience and deep understanding of the investment landscape contribute to the firm's strong reputation and enduring client relationships. Through a client-centric approach, rigorous research, and a commitment to excellence, Wright Investors Service Inc continues to excel as a trusted partner in helping clients achieve their financial objectives.
MILLER HOWARD INVESTMENTS INC
MILLER HOWARD INVESTMENTS INC
Kingston, New York
Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.
LITVAK WEALTH, LLC
LITVAK WEALTH, LLC
Norwalk, Connecticut
Litvak Wealth, LLC is a small investment advisory firm headquartered in Norwalk, CT. With a team of four dedicated professionals, including three investment advisors, the firm provides comprehensive investment advisory services. They boast an impressive average of approximately $96,090,000 in assets under management per investment advisor, aligning closely with the industry average. Litvak Wealth's compensation structure is designed to incentivize performance, incorporating a combination of a percentage of assets under management and performance-based fees. Their client base consists of over 10 individual clients, who entrust the firm with managing assets totaling more than $410,736,000. Notably, the majority of these assets are held by high-net-worth individuals, highlighting the firm's expertise in catering to this segment. A notable feature of Litvak Wealth's management approach is that 4% of the assets they oversee are discretionary, allowing the firm to exercise independent decision-making in investment matters. This discretionary authority showcases their ability to make informed investment choices aligned with their clients' objectives and risk tolerance. With a single office serving as their base of operations, Litvak Wealth benefits from a close-knit environment that fosters personalized client relationships. The firm prides itself on the expertise of its longest-tenured advisors, including Ricardo Litvak, Jeffrey Boris, and Juliana Fajardo Andrade. Their collective experience and deep understanding of the investment landscape ensure that clients receive top-notch advice and tailored investment strategies. Overall, Litvak Wealth, LLC distinguishes itself as a reliable and client-centric investment advisory firm, offering comprehensive services to high-net-worth individuals and demonstrating a strong track record of managing significant assets.
COASTAL BRIDGE ADVISORS
COASTAL BRIDGE ADVISORS
Westport, Connecticut
Coastal Bridge Advisors, based out of Westport, CT, is a leading local investment advisory firm with a team of 26 dedicated professionals. With 9 experienced investment advisors, the firm offers comprehensive and personalized investment advisory services to a diverse clientele. Their average assets under management per investment advisor stands at approximately $60,200,000, which aligns with the industry average. With over $2,620,176,000 in assets under management, Coastal Bridge Advisors serves more than 90 individual clients, primarily high net worth individuals. An impressive 99% of the assets they manage are discretionary, enabling them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Coastal Bridge Advisors also provides insurance brokerage and agent services, ensuring that clients have a holistic approach to their financial well-being. Operating out of four offices, Coastal Bridge Advisors is deeply rooted in the local community and has established a strong reputation for their expertise and commitment to client success. The firm boasts a team of highly tenured advisors, including Kevin Burns, William Loftus, and James Pratt-Heaney, who bring a wealth of experience and knowledge to their clients' financial goals. Coastal Bridge Advisors' compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are closely aligned with their clients' investment performance and success. With their dedication to delivering exceptional service and tailored solutions, Coastal Bridge Advisors stands as a trusted partner in navigating the complexities of wealth management.
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Avon, Connecticut
FCI Advisors, headquartered in Overland Park, KS, is a reputable regional investment advisory firm serving a diverse clientele. With over 3,420 individual clients, FCI Advisors manages an impressive $12,844,218,000 in assets under management. The firm boasts seven offices strategically located to provide comprehensive financial solutions to their clients. While 401K and individual accounts constitute less than 30% of their assets under management, FCI Advisors possesses the expertise and resources to effectively manage employer funds. Their robust compensation structure includes multiple options, such as a percentage of assets under management, subscription fees, and fixed fees, ensuring a flexible and tailored approach to meet clients' unique needs. With a dedicated team of 67 employees, 41 of whom are investment advisory professionals, FCI Advisors has built a solid foundation for success. Each investment advisor manages an impressive average of approximately $313,270,000 in assets, surpassing the industry average and reflecting their commitment to delivering exceptional service. Notably, FCI Advisors takes pride in the longevity and expertise of their team. Key figures such as Brian Perott, William Courtney, and Peter Greig have been with the firm for a significant duration, contributing valuable insights and a wealth of experience to the organization. As a regional investment advisory firm, FCI Advisors is renowned for their comprehensive financial solutions, exceptional client service, and impressive track record. With a strong presence and an unwavering commitment to their clients' financial success, FCI Advisors continues to be a trusted partner for individuals, employers, and organizations alike.
CHARTER RESEARCH & INVESTMENT GROUP INC
CHARTER RESEARCH & INVESTMENT GROUP INC
Southport, Connecticut
Charter Research & Investment Group Inc is a small investment advisory firm based out of Southport, CT, with one office. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services. With an average of approximately $71,930,000 in assets under management per investment advisor, Charter Research & Investment Group Inc maintains an average position compared to industry standards. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to efficiently manage employer funds. They exercise complete discretion over the 100% of assets they manage. Catering predominantly to high net worth individuals, Charter Research & Investment Group Inc boasts a robust client base of over 90 individuals, who collectively entrust them with assets worth more than $215,803,000. The firm takes pride in the experience and expertise of their longest-tenured advisors, such as William Dunn, Patrick Clark, and Paula Luciani. With a focus on delivering personalized investment strategies and achieving long-term financial goals, Charter Research & Investment Group Inc has earned a reputation for providing exceptional advisory services. Their commitment to excellence and dedication to client satisfaction sets them apart in the competitive investment advisory industry.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
WEISS FINANCIAL GROUP LLC
WEISS FINANCIAL GROUP LLC
Mahopac, New York
Weiss Financial Group LLC, based out of Mahopac, NY, is a small investment advisory firm dedicated to providing comprehensive financial services. With a team of two experienced professionals, they specialize in investment advisory services, managing an impressive average of $23,050,000 in assets per advisor. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. With over 80 individual clients, Weiss Financial Group LLC oversees a substantial $61,216,000 in assets under management. Their expertise in managing employer 401Ks and individual investments is evident, as approximately half of their assets under management come from these sources. Their success is further enhanced by their extensive experience in this space, instilling confidence in their clients. Weiss Financial Group LLC maintains a strong commitment to discretion, as 99% of the assets they manage are handled with a discretionary approach. This approach allows them to make informed investment decisions on behalf of their clients, maximizing potential returns and minimizing risks. Headquartered in Mahopac, NY, Weiss Financial Group LLC operates out of a single office. Within the firm, Keith Weiss and Scott Weiss stand out as two of the most tenured registered advisors. Their wealth of experience and expertise contribute to the firm's success in delivering personalized financial solutions to their valued clientele. With a client-centric approach and a track record of sound financial management, Weiss Financial Group LLC remains dedicated to helping individuals and businesses achieve their financial goals.
SPRINGBOARD ASSET MANAGEMENT LLC
SPRINGBOARD ASSET MANAGEMENT LLC
Cheshire, Connecticut
Springboard Asset Management LLC is a small investment advisory firm based out of Cheshire, CT, with a strong focus on managing assets for high net worth individuals. With over 60 individual clients, they have successfully amassed an impressive $97,758,000 in assets under management. The firm's expertise lies in handling employer 401Ks and individual portfolios, making them well-versed in this particular domain. Springboard Asset Management LLC operates from a single office, strategically located in Cheshire, CT. They offer a range of compensation structures to suit their clients' needs, including a percentage of assets under management and fixed fees. As a discretionary asset management firm, they have full authority to make investment decisions on behalf of their clients. With a team of two dedicated professionals providing investment advisory services, Springboard Asset Management LLC boasts an average of $48,880,000 in assets under management per investment advisor, which aligns with industry standards. Notably, Charles Green and Rebecca Green are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive expertise to client portfolios. Springboard Asset Management LLC prides itself on providing personalized and tailored investment strategies to help clients achieve their financial goals. With a strong track record of success and a commitment to delivering exceptional service, they are positioned as a trusted partner for individuals seeking comprehensive wealth management solutions in the Cheshire, CT area and beyond.