| Name | Title | Contact Details |
|---|
DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors. The DVI investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection. Ours is a "Quiet Quality" approach to investment management: people of integrity, acting in our clients` best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.
Cardinal Investments is a El Segundo, CA-based company in the Financial Services sector.
Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 13.6 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $11 billion in revenue in 2016. The company had $484 billion in total assets under management and administration as of December 31, 2016. With a clear mission to make a secure financial future possible — one person, one family, one institution at a time — Voya`s vision is to be America`s Retirement Company®. The company is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible — Voya has been recognized as one of the 2017 World`s Most Ethical Companies® by the Ethisphere Institute, and as one of the Top Green Companies in the U.S., by Newsweek magazine.
Three Cord True Wealth Management is a registered investment advisor. Securities offered through LPL Financial, Member SIPC. https://t.co/x4CIKA2fvC
Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From offices in North America, Europe, Asia and Australia, Eaton Vance`s affiliates offer a broad complement of investment strategies and wealth management solutions. Exemplary service, timely innovation and attractive returns over market cycles have been hallmarks of Eaton Vance since 1924.