Richmond Capital Management LLC

AIS Capital Management, located in Wilton, CT, specializes in independent investment analysis to adapt to global changes. The firm focuses on providing tailored investment strategies for both financial advisors and individual investors. With a commitment to rigorous analysis, AIS Capital Management aims to deliver innovative solutions that address the complexities of global investing. Their approach emphasizes independent thinking to navigate the ever-evolving financial landscape. Generated from the website

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

SPP Capital Partners LLC is a prominent middle-market investment bank based in New Canaan, CT, specializing in raising private debt and equity for corporate and equity sponsor clients. With a 35-year history, the firm has successfully completed 550 transactions and raised $26 billion in capital. The company is dedicated to providing total financing solutions tailored to the needs of the middle market, leveraging its extensive experience and strong sponsor relationships. As a member of FINRA and SIPC, SPP Capital Partners upholds high standards of legal and financial integrity. Generated from the website