Horowitz, Robert V Agt

Osmium Partners LLC is a prominent investment management firm based in the San Francisco Bay Area, established in 2002. The firm specializes in high-quality small capitalization public equities, employing a thorough bottom-up research process to identify undervalued investment opportunities across U.S. equity markets. With a focus on generating strong risk-adjusted returns, Osmium Partners engages actively with management teams and boards of directors to discuss corporate strategy and capital structure. The team is led by experienced professionals, including Chief Investment Officer John Lewis and President Adam Hoydysh, who bring extensive backgrounds in finance and investment management. Generated from the website

Portico Wealth Advisors, located in Larkspur, CA, specializes in providing personalized wealth management services for individuals and exceptional employee retirement plans for plan sponsors. The company's mission is to help clients navigate the complexities of financial planning while fostering growth and knowledge to move them forward. With a focus on understanding the unique needs of their clients, Portico Wealth Advisors aims to tame financial chaos and enhance client confidence in their financial journeys. Their dedicated team works collaboratively to deliver tailored solutions that meet the diverse needs of both individuals and organizations. Generated from the website

Gordian Wealth Advisors, based in Mill Valley, California, specializes in wealth management services tailored for high-net-worth families. The firm aims to simplify the complexities of investment and financial planning by providing independent, objective advice and developing bespoke investment portfolios. Focusing on risk mitigation and diversification, Gordian Wealth Advisors assists families in navigating volatile financial markets while fostering a unique partnership with each client. Their disciplined approach addresses the intricate financial challenges that wealth creators often face, emphasizing a strong bond between advisor and client. Generated from the website