Dorsey, Wright & Associates

Schnieders Capital Management, LLC develops financial plans based upon the long term goals, risk tolerance and income needs of its clients. Its setting offers a small, personal firm where clients work with senior professionals who make investment decisions. Its customized investment advice is based upon our 90 years of cumulative experience and works with each client to create portfolios predicated upon their individual needs and Circumstances.The Company uses the latest technology in analyzing companies and in structuring its portfolios. It also provide clients 24 hour per day access to their portfolio via its website, in addition to monthly statements, and quarterly market reports.

Newbury Capital Management is a privately held investment advisory and wealth management firm based in South Pasadena, California, dedicated to serving high-net-worth individuals, families, and institutional investors. With a strong emphasis on risk management and unbiased portfolio construction, the firm aims to help clients achieve financial success through intelligent planning and a commitment to integrity. The company employs proprietary research models to create tailored equity portfolios that align with investors' specific needs and risk tolerances. Additionally, Newbury Capital Management incorporates bonds into investment strategies to provide predictable income streams, ensuring a comprehensive approach to wealth management that prioritizes client satisfaction and financial security. Generated from the website