| Name | Title | Contact Details |
|---|
LAU ASSOCIATES is a Wilmington, DE-based company in the Financial Services sector.
After working in financial services for several years, Michael Littledike recognized the need for a holistic retirement planning strategy driven by results rather than products – which are often limited by the few companies offering them. Michael established Capita Financial Network to deliver comprehensive wealth management solutions through a team of independent planners and an industry-leading network of Financial advisors, Social Security experts, Medicare experts, Real-estate professionals, Mortgage officers, Insurance agents, Accountants, Estate planners and Attorneys. Capita Financial Network provides retirees and those planning their future retirement with a range of financial planning services. Capita offers comprehensive retirement plans and client education through the accumulation and distribution phases of assets. Capita`s team of advisors focus on saving and allocating funds in order to assure retirees will have sufficient resources throughout all stages of retirement. The company analyzes Social Security benefits, 401(k) accounts, pensions, and other relevant retirement accounts. Believing that a proper strategy plays a key role in providing for a comfortable retirement, the Capita Financial Network advisors apply their knowledge of business and finance to help clients plan the accumulation and distribution of their assets, ensuring lifetime income while minimizing expenses and tax burdens. Capita is dedicated to delivering results-based solutions and industry-leading service to individuals who are currently in or approaching retirement.
Plan Tech Financial is a Los Gatos, CA-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
Amira Mamhikoff is a Gloucester, ON-based company in the Financial Services sector.