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Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.
The mission of Traditions Health Care Holding Company is to promote health and independence in the patients we serve, to attract and retain exceptional healthcare professionals and to conduct our business with compassion and integrity. Traditions Health Care Holding Company`s investment portfolio is targeted toward a variety of health care industry related companies, including software, hospice, legal & professional services, home health, outpatient therapy, sales training, staffing agencies, occupational health services, marketing, and consulting.
Appleton Capital Management is a New York, NY-based company in the Financial Services sector.
Hellman, Jordan Management is a Boston, MA-based company in the Financial Services sector.
C.P. Baker and Company is a Boston, MA-based company in the Financial Services sector.