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M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, VA, our firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport employs over 400 associates and has offices located in Virginia, North Carolina, South Carolina, Maryland and Georgia. Whether you`re looking to maintain a lifestyle, finance higher education, plan for retirement or buy or sell a business, we have the people and expertise to help you achieve your goals. Davenport attracts dedicated, talented professionals who are guided by integrity and experience. Here you`ll find a collaborative environment in which time-tested principles are combined with current analytical tools creating investment strategies suited to your specific needs. Our reputation and continued success will always be based on building personal long-term relationships with our clients. As stewards of your money, we remain committed to helping you grow and preserve your wealth today and for generations to come. Davenport & Company LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and is a Registered Investment Advisor under the Investment Advisers Act of 1940.
We help you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that`s making investing fair for everyone. Our platform was built for modern financial advisors who put their clients first.
Magyar Bank is a bank based in New Brunswick, New Jersey with branches in Central Jersey. The bank was founded in 1922 as the Magyar Building and Loan Association by a group of Hungarian immigrants and businessmen in New Brunswick, many of whom had settled in the city`s Fifth Ward.
Atlantic Trust is one of the leading companies in the Financial Services sector.