F P J Investments LLC

CastleKeep Investment Advisors LLC is a family-owned independent Registered Investment Advisor (RIA) based in Westport, Connecticut, serving clients across the United States and globally. Founded in 2000 by Charles Haberstroh, the firm emphasizes a more personalized and flexible level of service for wealthy client families, distinguishing itself by not selling products and providing unbiased financial advice. Offering tailored wealth management solutions, CastleKeep focuses on individualized investment strategies rather than model portfolios, utilizing top-tier investment managers from around the world. The firm also provides family office solutions, acting as a personal CFO for clients' financial affairs, ensuring a collaborative approach through its unique Roundtable concept. Generated from the website

Cmart LLC is a diversified alternative investment firm based in Greenwich, CT, with a focus on capturing risk-adjusted returns across both public and private markets since its inception in 1994. The firm employs a highly opportunistic investment strategy centered on acquiring quality assets at attractive prices, leveraging its foundational private equity experience to form views that often diverge from market consensus. Led by founding partners Charles Davidson and Joseph Jacobs, the firm fosters a collaborative culture that enhances its investment process through differentiated viewpoints. With over five decades of combined investment experience, the leadership team is committed to driving innovative strategies that elevate the firm's approach beyond typical industry perspectives. Generated from the website

Commercial Investments International Inc, based in Waterbury, CT, has been serving the New England region since 1987, offering a range of financial services including investment management, tax planning, and estate planning. The company is dedicated to helping individuals, retirees, small business owners, and real estate investors achieve their financial goals through tailored wealth management strategies. With a focus on growing, preserving, and efficiently passing on wealth, Commercial Investments International Inc aims to empower clients to live the lives they envision. Their mission underscores the importance of both emotional and strategic planning for a fulfilling future, catering to those who prefer hands-on management as well as those looking to delegate their financial responsibilities. Generated from the website