| Name | Title | Contact Details |
|---|
Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that`s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.
Leap Financial is a Denver, CO-based company in the Financial Services sector.
Presidio Venture Capital is a Santa Clara, CA-based company in the Financial Services sector.
Relay Investments founders, Sandro and Martin, have lived the Search Fund experience at all stages of the process, consistently demonstrating that they know how to make the process work. Now they mentor their Search Fund entrepreneurs, helping the entrepreneurs get the most from their efforts. Relay Investments is a resource and support through each stage of the search process, from considering to raise a Search Fund all the way to successfully exiting a Search Fund investment.
David A. Noyes and Company has not only survived during tough economic time, but we are an investment firm that has helped clients thrive and prosper for generations with an uncommon dedication to personal service. Imagine having a top investment firm as a