Koch III, Edward L Agt

Clear Harbor Asset Management Inc., located in Wilton, CT, specializes in investment advisory services guided by sound investment fundamentals and a well-defined process. Led by portfolio manager Robert Dalldorf, the firm emphasizes a top-down asset allocation strategy tailored to client objectives, focusing on long-term growth and stability. The company employs a portfolio strategy that enhances returns by tilting investments toward identified stock characteristics, utilizing a combination of beta strategies and factor strategies to create a diversified and tax-efficient portfolio. Clear Harbor's approach is built on a solid foundation of client goals, ensuring that investment policies evolve due to significant client events rather than market fluctuations. Generated from the website

Castaldi Financial LLC, based in Wilton, CT, is an investment and financial advisement firm specializing in forming solid investment strategies and financial plans for individual and business clients. The company's services include estate conversion, tax management, and expert advice on insurance matters related to Medicaid and Medicare, providing comprehensive financial solutions tailored to each client's needs. Generated from their available business information

Northwestern Mutual, a leading financial services provider, offers a comprehensive range of solutions including financial planning, insurance, and investment services tailored to meet individual goals and priorities. Backed by over 167 years of financial stability and high ratings from major rating agencies, the company emphasizes personalized guidance through expert financial advisors who prioritize client needs. With a focus on fostering better conversations, Northwestern Mutual aims to uncover opportunities and address gaps in clients' financial plans, ultimately driving better outcomes. Their commitment to transparency ensures that clients are well-informed about pricing and services, reinforcing their reputation as a trusted partner in financial planning. Generated from the website