Sentences with phrase «affluent families invest»

Not exact matches

Bellwether provides discretionary investment management focused on North American Dividend Growth investing and is dedicated to serving the distinct needs of affluent families, foundations, estates and trusts.

Recently, Aaron and I came out of retirement to launch Kennon - Green & Co., a global asset management firm that specializes in value investing for affluent and high net worth individuals, families, and institutions.

When launched our global asset management company for affluent and high net worth individuals, families and institutions that wanted to invest alongside us, we made sure our initial Form ADV disclosures contained discussions about some of the risks.

For more than two decades, APEX consultants have guided affluent individuals and their families through the complexities of foreign investing, and of obtaining second citizenship and residency.

If you find a good fund manager, invest mainly in his or her broad - based funds and avoid narrowly focused sector funds, advises Dan Hallett, vice-president of HighView Financial Group, an investment counsel firm for affluent families.