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Adveq Management is a New York, NY-based company in the Financial Services sector.
John W. Rosenthal Capital Management Inc. ("our Firm") is managed and controlled by John W. Rosenthal, Sr. as Chief Investment Officer. His background, experience and credentials are relevant and very important to the activities he performs for our clients. Our Firm provides investment advisory services to its clients. Specifically, our Firm serves as the exclusive investment advisor for 4 limited partnerships ("the Funds"). At the direction and control of our Firm, the Funds invest primarily in the common stock of community banks located throughout the U.S. as well as cash or cash equivalents. Learn more about our history. Our Firm is regulated by the Secretary of State of Indiana - Securities Division. We file Form ADV Part 1 and Part 2 annually, and you may connect to the links to view our most recent filings. Prospective investors may contact us to receive more information. Of course, our past performance does not guarantee any future results. Our "Investment Philosophy & Approach" is of utmost importance to understanding an investment opportunity with us. In short, this process generally involves 5 pillars: 1) we conduct "quantitative" analysis on prospective investments using FDIC Call Report data as well as other publicly available information on the banking companies we are analyzing; 2) we perform our own "qualitative" due diligence, using written materials and personal meetings with management of the financial institutions we are studying, in an effort to understand the "culture" of the organizations. We are looking for a specific culture at the banks in which we invest that can best be described as a "balanced culture". We believe our approach to this qualitative analysis is unique among investment managers and it is a critical component of our investment decision; 3) we undertake demographic analysis of the markets in which the banking companies we are examining operate; 4) we review current valuation metrics of all prospective investments - looking for the best values available; and 5) we assess management`s openness to a possible change of control.
Colorado Trust is a Denver, CO-based company in the Financial Services sector.
Generations is a community-based financial services organization that partners with businesses and residents throughout Finger Lakes region and Western New York. Generations is dedicated to providing banking, insurance, and investment services to our customers. Our focus is on incorporating innovative and new technologies that offer the most advanced financial services while maintaining a community atmosphere. In addition to traditional business and consumer deposit services, Generations Bank focuses on residential mortgages, as well as, automobile, home equity, commercial, non-residential real estate, construction and student loans. One way in which we reward our customers is through our MyGenPerks checking accounts which offer cell phone protection, ID theft aid, and roadside assistance. Generations also provides insurance with customizable policies through Generations Agency. Our employees are our most valuable assets, so we make it our priority to care for them by offering generous employee benefits and an innovative work atmosphere. As an organization, we strive to be a good neighbor to the communities where we serve by getting involved with local charities and encouraging employees to participate in community outreach programs.
NexGen Power is a Chicago, IL-based company in the Financial Services sector.