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Wallace R Weitz Co is one of the leading companies in the Financial Services sector.
Future Analysts is one of the leading companies in the Financial Services sector.
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. We offer a broad range of investment management products and services to individuals, institutions, and partners. Our active, independent, and opportunistic style allows us to manage risk in line with client objectives across a variety of market environments. We serve a diversified client base of individuals, 401(k) plan sponsors, pension plans, defined benefit plans, defined contribution plans, Taft-Hartley plans, and endowments & foundations. We also strive to provide value-add products and services to financial professionals, including retirement plan advisors, financial advisors, and consultants. Manning & Napier is headquartered outside of Rochester, New York, with an additional office in St. Petersburg, Florida.
Depository Trust Company of Delaware, LLC dba Delaware Depository is a state chartered, limited purpose trust company and an exchange-licensed, precious metals depository.