| Name | Title | Contact Details |
|---|---|---|
Abigail Johnson |
Managing Director and Chief Operating Officer | Profile |
Counsel RB Capital is a White Plains, NY-based company in the Financial Services sector.
Watermark Capital Partners is a Lake Forest, IL-based company in the Financial Services sector.
DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors. The DVI investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection. Ours is a "Quiet Quality" approach to investment management: people of integrity, acting in our clients` best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.
Brookstone Capital Management, LLC is an SEC Registered Investment Advisor based in Wheaton, IL. In an industry that has grown increasingly complex and unpredictable, Brookstone Capital Management has been able to excel with investment strategies that take an intelligent, analytical approach to risk and reward. We provide customized wealth management solutions to help clients develop and implement an intelligent long-term investment strategy customized to their unique goals, resources, and tolerance for risk. Our services are provided through our select network of highly trained Investment Advisor Representatives who have total access to our investment intelligence and proprietary model portfolios. Brookstone has grown to over $2 Billion AUM since being established in 2006. Working with over 50 employees and a network of over 350 IARs, we know that open communication, comprehensive support, and a broad range of innovative investment strategies are integral to helping our IARs serve their clients and grow their business.
Sands Capital Management is a Arlington, VA-based company in the Financial Services sector.