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The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
Our Mission: Alloy makes it easy for financial services companies to quickly and safely onboard and manage more customers, automating the vast majority of decisions, mitigating fraud and high-cost financial risk, and reducing the burden on the back office and manual review queues.
Operating in the cloud for nearly two decades, TradingScreen is a leading expert on SaaS trading technology. TradeSmart OEMS offers workflow efficiency, and seamless integration with the buy-side and connecting with markets globally and providing traders the access and information they need to optimize their trading performance.
Gannett, Welsh and Kotler is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about Gannett, Welsh and Kotler, please visit www.gwkinc.com
Eagle Market Makers Inc is a Chicago, IL-based company in the Financial Services sector.