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ClearBridge Investments is a global equity manager with over 60 years of experience in the investment management industry. The company focuses on delivering long-term results through active, research-driven investment strategies across various asset classes. Owned by Franklin Resources, Inc., ClearBridge operates with investment autonomy, allowing it to maintain a unique approach to managing investments. The company offers a range of services, including global equity management and infrastructure investments. ClearBridge specializes in managing global equity portfolios to achieve strong absolute returns while understanding and pricing risks. Its infrastructure investment team, particularly active in Australia, seeks to identify top infrastructure assets in the listed equity market, aiming for strong risk-adjusted returns. ClearBridge is also committed to responsible investing, integrating Environmental, Social, and Governance (ESG) factors into its decision-making process and has been a signatory to the Principles for Responsible Investment since 2008. With a global presence and offices in major cities, ClearBridge manages approximately $189.6 billion in assets and serves a diverse range of investors, including institutional clients and financial advisors.
Charter National Bank and Trust is a Hanover Park, IL-based company in the Financial Services sector.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
University Bancorp is one of the leading companies in the Financial Services sector.
Riverside Bank is a Poughkeepsie, NY-based company in the Financial Services sector.