Sentences with phrase «based financial advisory firm»

Prior to Avison Young Mr. Eyzenberg was a managing director and head of commercial real estate for NewOak Capital, a New York - based financial advisory firm.

Wealth Logic is an hourly fee - only based financial advisory firm that develops a financial plan and investment strategy designed to create wealth for you, rather than an income stream for someone else.

Not exact matches

«It's clear that the buyer wound up with something not quite what it thought it was buying,» says Kip Witter, a vice president at The Brenner Group, Inc., a Cupertino, Calif. - based financial management and advisory firm that works with Silicon Valley tech companies.

Automated, algorithm - based robo - advisor portfolio managers are gaining a foothold with some traditional financial advisory firms.

Both companies are operating at a loss, and it's likely that investors are losing patience with promising tech companies that don't turn a profit, according to Mark McComsey, chief investment officer of Beverly Hills Wealth Management, a financial advisory firm catering to high net worth people and entrepreneurs, based in Los Angeles.

Family Finance asked Eliott Einarson, a Winnipeg - based financial planner with fee only advisory firm Exponent Investment Management, to work with Sam and Mary.

According to the Comptroller's office, fewer than half a dozen financial advisory firms across the country have the capacity to fulfill the contract, based on responses to requests for proposals.

Indianapolis, IN About Blog Biechele Royce Advisors is a full - service financial advisory firm that provides financial plans, wealth & investment management, based on a set fee structure.

Hilltop's decision led to the March departure of veteran banker Drew Masterson, who formed his own financial advisory firm in Houston to represent charter schools, including Yes Prep, a charter district he once served on a pro-bono basis, as well as clients in other sectors.

Prior to joining Pure Financial Advisors, Inc., Mike was assisting clients at a San Diego based financial planning and investment advisFinancial Advisors, Inc., Mike was assisting clients at a San Diego based financial planning and investment advisfinancial planning and investment advisory firm.

Alpha Financial Advisors is a fee - only financial planning and investment advisory firm based in Charlotte, North Financial Advisors is a fee - only financial planning and investment advisory firm based in Charlotte, North financial planning and investment advisory firm based in Charlotte, North Carolina.

Paul A. Merriman is the founder of Merriman Wealth Management, a Seattle - based investment advisory firm, he is the author of numerous books on investing, including «Financial Fitness Forever,» «Live It Up Without Outliving Your Money,» and the new How To Invest series, free at his website.

This financial calculator covers most of the bases when you want to estimate how much you may be able to sell your financial advisory practice for today - without having to either do massive amounts of research, or hire an expensive firm that specializes in this market.

Allan S. Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $ 10,000 to over $ 50 million.

About Croft & Bender (www.croft-bender.com) Croft & Bender LLC, based in Atlanta, Georgia, is an investment banking firm focused on providing M&A, private equity and financial advisory services to middle - market and emerging growth companies in the Southeast.

Indianapolis, IN About Blog Biechele Royce Advisors is a full - service financial advisory firm that provides financial plans, wealth & investment management, based on a set fee structure.

With over 35 years of experience in the financial industry, Don joins Wedbush after being President of Three Part Advisors, LLC, a Texas - based, capital markets advisory firm.

Linklaters is a top - 5 London law firm, offers «Blue Flag,» a Web - based service that consists of related advisory services including, for example, regulatory compliance advice for business managers in financial institutions, advice for derivatives professionals on making sure transactions are binding, summaries of shareholder disclosure rules by country with links to detailed information, and interpretive materials on the regulations governing fund managers.

The company obtained a ruling that its cryptocurrency conforms with Islamic principles from Dubai - based Al Maali Consulting, which is one of dozens of advisory firms around the world that offer opinions on whether financial instruments meet Sharia standards.

CHICAGO — Transwestern Commercial Services has acquired Julian, Toft & Downey Inc. (JTD), a Chicago - based real estate financial advisory firm specializing in financial transactions for institutional clients in the Midwest.

«Many years ago, a good borrower would avoid using strategic default because then you would have a stigma on your image that may impact your future borrowing power,» says David T. McLain, principal with Palisades Financial LLC, a commercial real estate lending and advisory firm based in Fort Lee, N.J. «What you are seeing now, when the downturn has led to widespread defaults, they are no longer fearful because their belief is that when the economy recovers, this will be overlooked and they will be able to borrow.»

SARASOTA, Fla. — HealthTrust, a seniors housing appraisal and advisory firm based in Sarasota, has hired Michael Jones as chief financial officer.