| Name | Title | Contact Details |
|---|
Concord Wealth is a Matawan, NJ-based company in the Financial Services sector.
Portico Capital is a Greenwich, CT-based company in the Financial Services sector.
Summit Credit Svc Inc is a Kalamazoo, MI-based company in the Financial Services sector.
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.
Castle Harlan was founded in 1987, but its roots reach back to the start of the institutionalized private equity market in the 1960s and the pioneering use of private equity limited partnerships as investment vehicles. Our investment funds are limited