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Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
Rhône Group is a global private equity firm, specializing in mergers and acquisitions, leveraged buyouts, recapitalizations, and partnerships with particular focus on European and trans-Atlantic investments.
Comstar Federal Credit Union aka Comstar FCU is a Clarksburg, MD-based company in the Financial Services sector.
LEONID is a company that specializes in providing financing solutions to government contractors, including loans, lines of credit, and invoice factoring. They are a trusted capital provider of the US Department of Defense Trusted Capital Program.
Marquette Partners is a Chicago, IL-based company in the Financial Services sector.