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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Since its founding in 2007, Solactive has grown to be one of the market leaders in the indexing industry. The German index provider focuses on tailor-made indices across all asset classes, which are developed, calculated and distributed worldwide. Offering a faster service with great flexibility and at a reasonable cost has allowed Solactive to become one of the fastest growing index providers over the past few years. Over 400 international clients, such as major investment banks, ETF providers and asset managers have embraced mutually attractive investment ideas. Over USD 200 billion is invested in products linked to indices calculated by Solactive, including more than 450 ETFs (October 2019). Managed by Steffen Scheuble (founder & CEO), Christian Vollmuth (CRO), Timo Pfeiffer, and Dirk Urmoneit (CIO) Solactive is organized in two business units: Research and Indexing.
Our External CFOs Offer: Finance and Business Advisory Profit Enhancement and Risk Reduction Strategic Consulting for Growth
John W Bristol is a New York, NY-based company in the Financial Services sector.
Landmark Dividend is a El Segundo, CA-based company in the Financial Services sector.