Global Atlantic Financial Group

After years working for larger firms, Charles M. Smith founded the C.M. Smith Agency from his home in 1974. More than twenty years later, long-time employees John O’Connell and Baxter Maffett purchased the small Glastonbury-based company with intentions of becoming Connecticut’s insurance marketp...

Founded in 1989, SCM Advisors is an independently operated investment management firm located in San Francisco. The firm provides investment management services to foundations, endowments, corporations, public funds, multi-employer plans, private clients and high-net-worth individuals. SCM utilizes an active, bottom-up, research-intensive approach to portfolio management. Its 50-plus investment managers oversee approximately $10.3 billion in assets for the company s international client base. The company offers a variety of equity and fixed-income investments, such as cash management, tax-advantaged, small/large cap, tax-sensitive and earnings-driven investments.

Virtus Investment Partners provides investment management products and services to individuals and institutions. It operates a multi- manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. Investors have an array of needs and Virtus Investment Partners offers a variety of investment styles and multiple disciplines to meet those needs.