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Index Funds Advisors is a Irvine, CA-based company in the Financial Services sector.
We create an exceptional wealth management experience by supporting extraordinary associates fully dedicated to enhancing generational wealth. Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed ...
Archegos Capital Management, LP is a family investment office specializing in public equities primarily in the United States, China, Japan and Korea. The firm is headquartered in New York City, with an office in Seoul, South Korea. The team employs a disciplined, research-driven approach to fundamental stock selection, while taking a multi-year approach to investing. Archegos Capital Management has a strong Mission and Values-driven culture and a deliberate focus on mentoring its people and growing them professionally.
Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
Prophet Equity is one of the leading companies in the Financial Services sector.