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Eagle Global Advisors, LLC serves as an investment advisor to a wide spectrum of both individual and institutional investors. Eagle works with clients in one of two ways: via traditional relationships with clients who work with us directly, or via indirect relationships where an intermediary (financial consultant or advisor) knows and works with the client. While Eagle has many direct clients – a significant number of whom have been with the firm since day one – We have deliberately grown our business by seeking strategic partnerships with financial intermediaries. Doing so allows Eagle to gain operational leverage that allows the firm to focus its resources, both financial and human, on Eagle`s core competency – managing money.
Deltec is a global financial and insurance services group for innovators, entrepreneurs, investors and their clients. Deltec empowers SMEs, their founders, and investors to accelerate in their industries and grow their wealth with access to robust financial and insurance capabilities through its member companies, across private and corporate banking, fiduciary expertise, fund administration, investment management, digital asset financial services, insurance for new and emerging risks and merchant banking.
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.
Moody Lynn is a Boston, MA-based company in the Financial Services sector.
Spectrum Global Fund Administration is a Chicago, IL-based company in the Financial Services sector.