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Skyview Group • Serving clients in investment management, banking and capital markets, real estate, and insurance
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
On Dec. 1, 2022 Triumph Bancorp, Inc. changed our name to Triumph Financial, Inc. Triumph Financial is a financial and technology company focused on payments, factoring and banking. Through our brands —TriumphPay and Triumph – we use technology and innovation to reduce friction in cash flow management and increase the speed of payments for the trucking industry. Our TBK Bank brand provides consumer, business and commercial banking solutions, including a full range of lending products. We create value by driving businesses and communities of all sizes toward the future. This is our purpose and how we help people triumph.
MG Peterson Consulting PLC is a Gilbert, AZ-based company in the Financial Services sector.
Cypress Asset Management is a Carmel, CA-based company in the Financial Services sector.