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Hilliard Lyons has insights & ideas to help you move from where you are to where you want to go. Founded in 1854 on the simple premise of putting our clients first, Hilliard Lyons provides the complete spectrum of wealth management resources needed to navigate todays complex markets. Central to our mission are the personal relationships that our Financial Consultants forge with our clients, backed by industry research expertise, advanced technology, and innovative approaches to financial planning, estate planning, cash management, lending, business succession, and personal investing. Across seven generations, thousands of individuals, families, and business owners have entrusted their financial futures to Hilliard Lyons. We are single-minded in our commitment to help manage our clients` wealth. As a result, we consistently enjoy top ratings in client satisfaction. Call us today at (800) 444-1854 or visit www.hilliard.com so we can put our experience to work for you, just as we have done successfully for generations of clients. Securities and Advisory Services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States.
InvestRX is a South San Francisco, CA-based company in the Financial Services sector.
Hercules Capital, Inc. (NYSE: HTGC) is the leading and largest specialty finance company focused on providing senior secured venture growth loans to high-growth, innovative venture capital-backed companies in a broadly diversified variety of technology, life sciences and sustainable and renewable technology industries. Since inception (December 2003), Hercules has committed more than $13 billion to over 540 companies and is the lender of choice for entrepreneurs and venture capital firms seeking growth capital financing. Today, Hercules is widely recognized as the largest non-bank source of venture financing in the market, with an enterprise value in excess of $3.0 billion and a market capitalization of over $2.0 billion.
Third Avenue Management is a New York, NY-based company in the Financial Services sector.
Universa is an investment management firm that specializes in tail hedging as a means to enhance long-term equity returns. Universa portfolios are, by construction, exceedingly positively-skewed, robust to extreme risk assumptions, and non-linear to common risk factors (such as beta). Universa`s economic edge derives ultimately from basic behavioral biases. Universa captures that edge through a focused and disciplined investment approach employing positively-skewed payoffs, empirical and fundamental-based option valuation, and trading/providing liquidity against systematic order flow imbalances and resulting mispricings in options markets. Universa was founded in January 2007 by CIO Mark Spitznagel, with over a decade of implementation and cumulative, incremental development of its focused, positive asymmetric investment approach. Universa has thus created an innovative investment niche and risk management methodology within an increasingly homogeneous industry. Universa is currently registered with the U.S. Securities and Exchange Commission and the U.S. Commodity Futures Trading Commission.