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Maton Venture is a Cupertino, CA-based company in the Financial Services sector.
Full service wealth management firm. We support a diverse and varied clientele, from business owners and executives, to retirees and individual investors. We advise clients on investments, retirement planning, education planning, estate planning, retirements plans, insurance planing, and business planning. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, potential ways on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams. Securities offered through LPL Financial, Member FINRA www.finra.org SIPC. www.SIPC.org. Investment Advice offered through Northstar Wealth Partners, a registered investment advisor and separate entity from LPL Financial. This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
ISI INC is a New York, NY-based company in the Financial Services sector.
Diamond Castle Holdings is a New York, NY-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.