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Michel Dyens and Co. is a New York, NY-based company in the Financial Services sector.
At Ballast we strive to deliver a smoother ride in good markets and bad, seeking to help our clients reach long-term investment goals by setting clear expectations and investing in high-quality small- and mid-cap value stocks. Ballast`s founders have navigated markets and served clients together for over 20 years.
GE Financial is a Norwalk, CT-based company in the Financial Services sector.
lanternadvisors is a Atlanta, GA-based company in the Financial Services sector.
Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.