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Allen and Company is a Lakeland, FL-based company in the Financial Services sector.
Third Avenue Management is a New York, NY-based company in the Financial Services sector.
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.
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.
Vogel Consulting is a Brookfield, WI-based company in the Financial Services sector.