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Jwm Partners is a Greenwich, CT-based company in the Financial Services sector.
Geneva Advisors is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located throughout the United States and the world. The majority of our clients come to Geneva through client and professional referrals. Geneva has more than $7.0 billion in assets under management. The firm is based in Chicago, Illinois with additional offices in San Francisco, California and Dallas, Texas. We founded our firm with one simple, yet important objective: to help clients achieve their long-term financial goals. We are dedicated to achieving outstanding long-term investment returns and providing the highest level of personalized client service.
Oksenholt Capital specializes in real estate acquisition, development and management with a focus on income producing multi-family properties located in tertiary markets. The company also provides asset management services to the Oksenholt Family of Companies. In addition, Oksenholt Capital strives to continually improve its properties and investments while also building prosperity, cashflow and security for its affiliates and partners.
Harvest Investments is a Burr Ridge, IL-based company in the Financial Services sector.
Aristotle Capital Management, LLC is an independent/employee-owned, value-oriented investment advisor with offices in Los Angeles and Orange County, California. Our clients include public and ERISA funds, corporations, educational institutions, hospitals, religious organizations, Taft-Hartley plans and high net worth individuals. Aristotle is an innovative research boutique. Our success in attracting and growing client assets has been a product of our commitment to industry-leading fundamental research. Our highly experienced investment team shares a common philosophy, and the firm’s principals have implemented the same disciplined investment process across various equity asset classes for decades.