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Dalton Investments is a disciplined, value-oriented, global investment management firm committed to capital preservation and long-term growth. Since inception in 1999, Dalton`s strategies have been focused on Asian equities, global equities, and high-yield fixed income. The firm is independently owned by its founders, each of whom has over 30 years of investment experience across our core strategies. Since inception, Dalton`s investment philosophy has valued insight and agility as our investment professionals seek opportunity in an ever-changing global market environment. The depth of our research, combined with experience and stringent risk management, enables Dalton to seize attractive investment opportunities when they appear and the flexibility to walk away when an investment is no longer attractive.
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients` personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. The team`s areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more infromation, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.
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