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PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Segal Advisors is a New York, NY-based company in the Financial Services sector.
A.J. Arenburg Financial is a boutique investment banking advisory located in Florida that delivers high quality service to clients while mitigating risk in the business and financial world.
United Financial of Illinois Inc is a Naperville, IL-based company in the Financial Services sector.