Name | Title | Contact Details |
---|---|---|
Tom Schady |
Chief Technology Officer | Profile |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
SLR Capital Partners is an independent boutique asset manager focused on direct lending with expertise across a range of primarily senior secured financing solutions for U.S. middle market companies.
Safe-Bidco is a Santa Rosa, CA-based company in the Financial Services sector.
The Syracuse University Investment Club serves as the elite hands-on learning opportunity for all undergraduate and graduate students, regardless of home college, interested in investing and sparking a passion for the markets.
Robertson, Griege and Thoele is a Dallas, TX-based company in the Financial Services sector.