Investment Management

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Hummel Group is a full-line insurance and financial services agency with 8 offices in Ohio and Indiana. We have grown to be a recognized insurance and financial services leader. It is the mission of Hummel Group to help clients identify and manage risk through the use of insurance and financial str

In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and its affiliate Dunham Trust Company (“DTC”) have grown to become a multi-billion

Cormark Securities Inc. is a leading independent investment dealer counseling Canadian and international institutional investors and a wide variety of growth oriented companies from our offices in Toronto and Calgary. Established in 1981 as Sprott Securities, Cormark has evolved into an industry

Gibby's Capital Investments, LLC is a boutique, privately-held investment firm. They provide an opportunity for investors to diversify their personal investment portfolio with commercial real estate, specifically multi-family properties. The key to their success is their targeted and selective acqui

SaaS platform for registration and company's approval power information when performing capital market operations

Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative off

- ATP work with global credit specialists, private investment companies and major banks on business strategy and transformation. - Key competencies founded on - detailed commercial evaluation - swift identification of benefits - immediate execution (and payback) based on 30/100 day plans - experie

Fiduciary Co-investment Partners LLP ("FCP"​) was founded in 2017 to pursue "institutional grade"​ private markets co-investments on behalf of its partners, as well as deliver them on a fiduciary basis to private banks and UHNW customers on a deal-by-deal basis. FCP is an appointed representative

Heim Global Investor is a specialised fund manager investing in Europe’s dynamic and growing living sector. Sponsored by Fredensborg and affiliate of pan-European residential private market leader Heimstaden, Heim boasts over 30 years of experience and a proven value creation model. Comprising 80 i

Desert Rose Capital Management (“DRCM”) was founded as a result of the development of the Integrated Options Portfolio by Kirk Stafford. It all started one day, while reviewing various option pages, Kirk had an “aha” moment for using options in a way that he had never before seen nor heard. It

RiskConcile develops Risk and Regulatory Technology for the financial sector, mainly the asset management industry. Our areas of expertise include PRIIPs, Transaction Costs, AIFMD Annex IV, ESG, Supply Chain and general Risk Management. We are also consulted on a regular basis to develop bespoke t

Praetura are a venture capital firm in the North West, who invest in early-stage businesses and provide 'more than money' support. We have developed a reputation for being a supportive and proactive investor who injects more than just capital. We can evidence the value from our differentiated appro

Aureus provides asset management and advisory services to individuals and offers various fund solutions.

As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional clients, financial intermediaries, and family offices.

Royalty companies provide investors with exposure to the value created through the discovery, extraction and sale of natural resources, typically without full exposure to some of the key operating risks of mining businesses. Ownership of the MAC Royalty gives Deterra Royalties exposure to one of th

We're a private equity firm based out of Nashville, TN that helps investors across the country get the best return on their money possible through real estate.

Based in Charlottesville, VA, and led by a three-time graduate of the University of Virginia, Buckman & Company is recognized as a leader in financial planning with a narrow focus on hard working people who are ready to take the first step toward financial security for their families.

Knollwood Investment Advisory is a global investment firm located outside of Baltimore, Maryland. The portfolio is comprised of fund, direct, and secondary investments that follow a disciplined approach to identifying best-in-class markets, teams, and ideas. The platform provides patient and flexibl

As a proud member of the Orbyn Group, we are excited to introduce Orbyn Corporate Solutions to the LinkedIn community. Our mission is to drive business growth, enhance performance, and optimize operational efficiency through bespoke, strategic solutions. At Orbyn Corporate Solutions, we specialize

Delta is an app that keeps track of your cryptos, stocks, NFTs, funds and more. The app gives you a crystal clear overview of anything you own and informs you about everything you need to know so that you can improve your wealth and quality of life by making better decisions. With Delta, you are on

Romanchuk & Co. provides strategic advisory services to our clients across the middle-market, including sourcing, initiating, structuring and negotiating mergers and acquisitions, raising capital, as well as providing valuation and restructuring services. We specialize in advising owners of privatel

Our Firm When Investors Security Company, Inc., sold its assets to Securities America, Inc., in December 2012, Investor Securities Group, Inc. was formed. Maintaining many of the executives and operations staff, Investor Securities Group, Inc. maintained its culture from the founding of the origin

The Investment Diversity Exchange (TIDE) connects movers and shakers to promote diversity and inclusion in investments. TIDE will hosts it’s annual marquee investment event to highlight a diverse set of industry professionals and their important contributions on July 10-11, 2024 at Dana Point, CA.

Remarketing Solutions International is the leader in asset management of copiers and office equipment.

No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its mod

Founded as a Discount House, King & Shaxson has evolved in to a financial services company incorporating an investment firm, trading venue, asset management, advice and training, and the safe custody of client assets. King & Shaxson was purchased by PhillipCapital in 2002, a family owned Singaporea

A boutique wealth management firm serving successful families

PREDICTIVE is an early stage venture capital investing into category-defining companies with proprietary & scalable data moats.

South Pointe Capital Partners is a boutique capital markets firm dedicated to delivering customized solutions and strategic insights in high-impact industries with robust entry barriers. The firms expertise lies in fostering growth through tailored strategies, enabling clients to navigate markets ef

The Zubair Corporation is one of the leading business group, with decades of experience in the fields of Energy and Logistics, Engineering, Construction and Contracting, Information and Communication, Real Estate and Hospitality, Financial Services and Manufacturing.

We offer the SME sector a stable partnership for sustainable corporate development. EMERAM Capital Partners was founded in Munich in 2012 as an independent partnership. With the aim of becoming the leading equity investment company for the SME sector in Germany, Austria and Switzerland, we not only

CooksonPeirce is a boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management. Founded in 1984, CooksonPeirce develops and delivers investment strategies and products using a proprietary, time-tested process that focuses solely

Double is building a smarter brokerage account for retail investors, combining the best parts of active and passive investing. We allow anyone to build a custom ETF, easily test its performance and automate its trading. Targeting a younger tech forward cohort who are set to inherit $84T dollars over

Hedge fund Management Trading in listed and unlisted securities such as rated and unrated bonds, equities, foreign exchange, commodities and any of their derivative instruments. The derivative instruments may include positions in futures, forwards, options, swaptions and any other synthetic or deri

IPPG IS BRINGING THE BEST OF THE WORLD TO VIETNAM As one of the leading multi-industrial corporations in Vietnam, IPPG is the distributor of more than 90 International brands & investor of many projects in the fields of: - Fashion: Distributor of more than 60 international luxury & mid-tier bran

At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide clients on their paths to financial freedom—all while holding ourselves to the highest fiduciary stan

Maxiron Group was founded in 2002 to maximise our client's WealthBeing™ Maxiron Capital as a subsidiary of Maxiron Group has been set up to provide property equity release to much-needed Australians and businesses. With over $500 million worth of transactions so far, we are #1 in Property Equity Rel

At Neptune North we specialise in providing software development and consulting services to businesses operating in the Financial Services and Alternative Investment markets. We are a newly created Joint Venture between Oliver Wyman, a global leader in management consulting and part of the NYSE lis

Next-generation growth buyout fund manager focussed on disruptive mid-market businesses across Europe. Capital D invests at the intersection of macro, technological and behavioural trends, in businesses which will be the winners of the disruption economy. We add purpose and agility to traditional in

Founded in 2023, CBX Capital Partners Management LLC (“CBX Partners”) is a private equity firm managed exclusively by Columbia undergrads. Through our managed funds, we back ambitious, growth oriented companies alongside sponsors, making thematic anomaly co-investments across global Tech, Services,

Latium is a specialist investment management firm with over 30 years experience in building and investing in first class enterprises and its founders. The management team of Latium are highly experienced operators and founders and love to support management teams throughout their journey. The Lati

Studio Eight provides graphic design, photography, professional image retouching, color correction, proofing, and digital asset management.

At ARC, we provide insightful advice that drives better decision making by placing investment performance into perspective. We work with investors, their advisers and investment managers in the pursuit of better investment performance. Supported by guidance and insight, our clients improve their i

Kera Capital Partners is a multi-family office operating at the intersection of private wealth management and venture capital.

Together, we empower RIAs to reach greater heights. United by a passion to empower RIAs with the advice, insight, and financial products needed to deliver an unrivalled service & enhanced investment performance to their clients.

Momentum REIM nace en 2008 con vocación de prestar un servicio profesional e independiente a los nuevos inversores que presenta el panorama inmobiliario español. En 2022 Momentum REIM cuenta con más de 1.300 millones de euros bajo gestión en proyectos ubicados en las principales capitales españolas

Founded in 1957, Stoltz Real Estate Partners is a vertically-integrated real estate fund manager, headquartered in the Greater Philadelphia area. Stoltz currently owns and operates retail, office, industrial, and multifamily investments throughout the United States. With satellite offices around the

Discover and invest in modern alternatives to the stock market with Alts. Join 40,000+ members across our newsletter and Discord. Invest in a meticulously chosen blend of modern alternative assets through their Reg D investment fund.

Cello Capital Management is a U.S. housing finance-focused investment manager. Cello leverages its deep and specialized knowledge in fixed income trading and structured products to pursue an Agency Mortgage-Backed Securities ("MBS"​) arbitrage strategy on behalf of a global investor base of institu