| Name | Title | Contact Details |
|---|---|---|
Guillermo Perez |
Chief Technology Officer | Profile |
Community and independence are words that guide our principals and decisions. Since 1982, we have stayed true to the formula that has made us a successful bank.
AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency.
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.
Future Outlook is a Chicago, IL-based company in the Financial Services sector.
Founded by serial entrepreneur Zoë Barry, Zingeroo is a commission-free trading app that transforms investing into a series of fun, educational competitions between friends. Launched in 3Q21, Zingeroo has attracted legions of users, many of whom have come from other solo trading platforms— along with many others who are investing for the first time ever.