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Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients` needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
Kudu offers tailored capital solutions for asset and wealth management firms. To preserve independence and minimize business disruption, Kudu emphasizes patient capital and a collaborative approach. Kudu`s investment partners represent $82B in AUM collectively as of 3/31/2021.
At Fisher Investments, we believe in doing better. We`re always striving to improve, to look at things from new perspectives and to explore options, because we are trying to Better the Investment Universe. We work in an industry that needs different, and whose clients deserve better. Being better means being different and we have been from day one. When founder Ken Fisher established Fisher Investments as a sole proprietorship in 1979, he wasn`t trying to beat competing investment firms at their own business model. Ken simply started a new model, advising institutional clients in using domestically-focused, small-cap value equity investments. What began as a small, startup-style institutional investment company soon expanded into a largely-untapped market: money management for high-net-worth investors looking to meet their long-term financial goals. 40 years later, Fisher Investments and our affiliates operate out of 17 countries worldwide and manage over $115 billion in assets for more than 65,000 private clients and over 175 large institutions.
Clover Capital Management is a Rochester, NY-based company in the Financial Services sector.
Pittsford Federal Credit Union is a Mendon, NY-based company in the Financial Services sector.