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AEP AncAla Equity Partners is a Scottsdale, AZ-based company in the Financial Services sector.
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. Athena Capital offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Athena Capital`s clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena Capital invests across all asset classes and builds portfolios customized to each client`s particular circumstances and objectives.
Financial Management Group Inc is a Cincinnati, OH-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.
Skypoint Capital Corporation is a Kanata, ON-based company in the Financial Services sector.