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Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? How can you ensure you get a suite of solutions that will meet your evolving needs? GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and
Tim Arnold —
Positive: Professionalism, Quality, Responsiveness
GeoWealth is an excellent Finance Tech "Fintech" company for RIA investment
Star Mountain Capital invests in a single asset class, the lower middle market, through its multi-channel approach described below. Star Mountain believes its approach provides competitive advantages in sourcing, underwriting and managing a portfolio of high quality lower middle-market investments.
Making direct credit-focused and structured equity
Jwpolis —
Star Mountain Capital is a specialized asset management firm focused on investing in the large and underserved U.S. lower
AutoConcierge is a proper Vehicle Asset Management company that provides a full suite of services designed around managing your vehicle(s) as you would any of your other investments. With our proprietary asset management software we can manage the most temperamental of clients' assets and ensure they are always in proper mechanical and electrical operating
Jarrod Spurrier —
Dropped off my car unscheduled to assess a flat tire. Jon found a screw, removed it, then plugged it up within the hour free
Our firm seeks to achieve superior risk-adjusted returns over a full market cycle by employing an objective, patient, and diligent investment approach. After a decade of steady gains and the S&P 500 near record highs, it's not easy to find stock-market bargains. This could be the year of the worrywarts.
The recent ugliness in the market suggests that
John Faust —
They are crushing the S&P, since 2008. When everyone else got wrecked, they raked it in by seeing what no one else was.
Repairing your credit history can give you access to more credit options and better rates. Can help you consolidate debt, renovate your home, pay for college, invest in assets like yourself. Get approved for your dream car or start a delivery service with business auto loans, and fleet accounts. Provide the working capital your company needs to get
Kendell B. —
I'd just like to commend Brave Asset Group LLC for their amazing customer service. Their staff is very friendly and
A privately held firm, specializing in investment management and real estate ownership and development, Oxford Enterprises sets the standard in professional asset management. Our firm has masterfully crafted its favorable reputation, long-term success, and high-yield returns with a no-nonsense, hands-on approach to strategic investing.
Oxford Enterprises
Reynaldo Garcia —
Positive: Professionalism, Quality, Responsiveness, Value
My wife has been working with them since January with Oxford
TCAM, An MRI Company, provides asset management, advisory and consulting services to owners and funders of affordable housing. TCAM clients include owners, lenders, investors, guarantors and syndicators. They are banks, investment banks, insurance companies, corporations, foundations, city and state housing agencies, housing authorities, investment
Mafe Jackson —
Unfortunately, DHCD re-assigned my HPAP loan to this company during the summer in 2020. My first payment was due on 07/01
As a fiduciary and your financial advocate, we commit our investment expertise and experience to you. Together we work to customize a plan to achieve all that is possible for you and your family. Since 1986, we have managed our clients' financial health, enjoying each step along the way. Like you, we derive joy from what we do well.
What defines our
Mazzella Estate & Asset Management (MEAM) is completely independent so we are not influenced by a parent company or broker dealer that limits the products and services we can offer our clients. This allows us to focus on your needs and goals free of outside influence. We truly represent you, our client, and only you.
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We utilize our skills, technology, and market insight to provide sound financial guidance. We collaborate with financial professionals to provide thoughtful, focused investment solutions for their clients. Our long-term relationships with advisors give us a first-hand understanding of their world - helping us create innovative investments and services
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