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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Michael S. Libock is a Westwood, NJ-based company in the Financial Services sector.
Wolfe Research, LLC, is a premier research boutique and affiliated broker dealer with a commitment to best-in-class products and ongoing strategic growth. Our 7 Senior equity research analysts are each well distinguished and highly ranked and produce research that we believe is the most objective and distinguished in their sectors. We deliver our services with care and specificity to each of our institutional clients. We do not try to be all things to all clients, but we do aim to be the best at everything we do. The company currently boasts seven highly ranked and differentiated analysts who collectively cover the following sectors: Accounting & Tax Policy, Airfreight & Surface Transportation, Airlines, Aerospace & Defense, Truck Manufacturing, Electric Utilities, Oil & Gas, Portfolio Strategy, Quantitative Analysis, and Retail Broadlines, Hardlines, Food & Drug and Healthy Lifestyles. We are a leader in each of these areas and constantly seek to add coverage of new sectors as we expand our research product with the brightest and most energetic talent. Our sales, broker-dealer, operations and compliance departments are unparalleled in depth and experience for a firm of our size, and we view excellence in these functions as essential for our continued success. In all its endeavors, Wolfe Research strives for excellence and continuously works to distinguish itself from other Wall Street companies by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. It is our mission to provide PMs, generalists, economists, and analysts alike with offerings that are dynamic, forward-looking, and uniquely valuable. Wolfe Research was founded in April 2008 by Edward Wolfe and is based in New York, New York.
Secured Financial Services is a Kansas City, MO-based company in the Financial Services sector.
Founded in 1999 by Stefan Lucht & Roland Probst as a way to offer solutions as the finance industry evolved, LPA was built on the needs of its clients. And as those needs have grown, so has LPA, becoming one of the world`s leading creators of award-winning software and consulting for the capital markets. Today the company has over 400 employees in 12 cities worldwide, delivering cutting-edge consulting through its specialist teams and technology through Capmatix, a software framework to automate workflows and documentation for OTC derivatives, structured products, complex contracts and asset management. Motive Partners, a leading specialist financial technology investment firm, has been partnered with and invested in LPA since November 2018. Defy the processes of the past. Deploy innovation in a way that suits you. Run to the forefront of global innovation. Vision The digital age has enabled technology to be more than just a financial tool. Technology has become an industry in itself. Instead of simply digitalizing workflows, LPA`s vision is to transform the way financial markets worldwide work. Mission LPA offers unmatched services across banking, asset management and insurance with a focus on industry, coverage of front-to-back value chain and flexibility. We offset our clients` workload by synergizing software, automation and emerging technology, providing a dynamic and innovative financial services ecosystem.