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Custodial and Clearing Services offered through Raymond James. Advisory Services offered through InVest Capital Partners, LLC.
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Need Financial Services is a Santa Monica, CA-based company in the Financial Services sector.
Funding Metrics is a powerhouse of efficiency and analysis. By assembling some of the brightest minds in finance, data analytics, and technology, we have improved the process of alternative funding.
Webster Capital is one of the leading providers in Financial Services. It is based in Chula Vista, CA. To find more information about Webster Capital, please visit www.webstercapital.com