New Montgomery Patners

Alpha Solutions Investment Advisors is a San Francisco-based firm that offers portfolio management services, specializing in direct equities and exchange-traded funds (ETFs). They prioritize avoiding mutual funds due to their tendency to underperform the market, and their fees are calculated as a percentage of total assets under management, with a minimum annual fee imposed on each account. The firm's fee schedule is based on the market value of assets under management, with different fee percentages applied to each asset level increment. They emphasize transparency by providing quarterly statements that indicate how fees were calculated, and they do not charge or benefit from other costs such as brokerage transaction commissions or custodian account fees.Generated from the website

Fremont Investment Advisors, located in the heart of San Francisco, CA, is a dedicated financial planning firm that offers personalized investment strategies and wealth management services. With a focus on helping clients achieve their financial goals, their experienced team provides tailored advice and solutions suited to individual needs. Whether you’re planning for retirement, education, or other significant life events, Fremont Investment Advisors is committed to guiding you toward a secure financial future. Generated from this place's information

Vista Point Advisors, based in San Francisco, specializes in providing unconflicted advice and tailored services exclusively on the sell side for founder-led software and internet businesses. With a deep understanding of the unique dynamics of these industries, their senior leadership remains highly engaged throughout the M&A and capital raising processes to maximize outcomes for their clients. The firm emphasizes the importance of creating competition among buyers and conducting thorough due diligence to enhance the valuation of businesses. Their extensive experience in recent transactions showcases their commitment to delivering premium results for founders navigating the complexities of selling or raising capital for their ventures. Generated from the website