Heritage Capital LLC

Granite Hill Capital Management LLC, based in Ridgefield, CT, is a trusted financial advisory firm specializing in capital management, financial planning, investment advice, and risk analysis services for clients. With a focus on providing tailored solutions to meet individual financial goals, Granite Hill Capital Management is dedicated to helping clients navigate the complexities of the financial world. Generated from their available business information

USA Financial & Tax Services in Hartford, CT, specializes in guiding clients through the financial transitions from college funding to retirement, leveraging over 40 years of experience in the financial industry. Their comprehensive approach encompasses a variety of services, including college planning, retirement strategies, investment management, and estate and tax planning, all designed to align with the unique needs of each client. The firm prides itself on fostering long-term relationships with clients, often spanning decades, and providing a trusted advisory team that prioritizes understanding what truly matters in their clients' lives. By combining expert financial strategies with a deep personal commitment to client success, USA Financial & Tax Services aims to help families secure both their children's education and their own financial futures. Generated from the website

O'Shaughnessy Asset Management is a leading investment firm based in Stamford, CT, specializing in custom indexing and separate account strategies. With over 17 years of experience managing client money and $9.4 billion in assets under management and advisement, they offer a range of strategies across different market segments and geographic regions, aiming to provide significant factor advantages and low active costs. Their team of seasoned professionals, including 5 CFA Charterholders, is dedicated to applying their disciplined investment approach for the long term. Committed to research and sharing their findings with investors, O'Shaughnessy Asset Management strives to manage money on behalf of committed, long-term investors, offering a comprehensive range of services tailored to individual and professional investors alike.Generated from the website