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Waterstone Financial Group is a Itasca, IL-based company in the Financial Services sector.
Goldman Sachs Personal Financial Management is a national wealth management firm that puts clients needs first & provides financial advisors with all the tools they need to help their clients succeed. Find Out More.
Elementum Advisors, LLC is an SEC-registered investment advisor focused on managing investment portfolios exposed to natural catastrophe event risk. It is an independently-operated firm with principal offices in Chicago and Bermuda. Elementum`s experienced team delivers institutional-quality investment management and an unparalleled client experience. Elementum currently manages a multitude of mandates that span a wide spectrum of risk-linked investments and offer varying risk/return and liquidity objectives.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
We are entrepreneurs providing growth capital and expertise for the next generation of luxury.