| Name | Title | Contact Details |
|---|
Stansberry Asset Management (SAM) is a new investment advisor dedicated to giving individual investors access to investments, portfolios, and risk management tools typically reserved for institutional investors while avoiding many “Wall Street” money management downfalls like packaged products, hidden fees, and simplistic stock and bond allocations based on criteria such as your age. Though SAM is a separate and independent business, we use the distinctive Stansberry Research investment philosophy to guide investing decisions.
Perspective Financial Services is a Phoenix, AZ-based company in the Financial Services sector.
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Canadian General Investments Limited is a Toronto, ON-based company in the Financial Services sector.
Saturna Capital Corp is a Bellingham, WA-based company in the Financial Services sector.