Samoset Asset Management

Bourgeon Capital Management, located in Darien, CT, is dedicated to fostering long-term, multigenerational relationships with clients through honest and effective communication. With a focus on trust, they cater to individuals navigating significant life transitions and executives seeking diversified asset management. With over 20 years of experience, Bourgeon typically serves clients with a minimum of $2 million in investable assets, including trustees, executors, and foundations. Their commitment to ongoing dialogue ensures that client relationships remain strong and effective in achieving financial goals. Generated from the website

Columbus Circle in Stamford, CT, specializes in a variety of investment strategies, including equities, fixed income, real estate, and infrastructure, aimed at delivering sustainable results to both individual and institutional investors. Their approach emphasizes high growth through the management of small- and mid-cap equities, with a commitment to fundamental analysis and an awareness of ESG factors in the investment process. The company offers a range of investment products such as U.S. mutual funds, exchange-traded funds, and model portfolios, reflecting a dedication to choice and flexibility for investors. With a focus on long-term performance, Columbus Circle integrates rigorous risk management and sustainable investing practices into their overall strategy to navigate complex market dynamics. Generated from the website

Founded in 1985, Shenkman Capital Management Inc. provides research and management of investments in leveraged finance markets for conservative investors. Based in Stamford, Conn., the firm focuses on capital structure, covenants, management track record, relative value and a comparative industry analysis. It provides high-yield bonds, bank loans and convertible bonds. In addition, Shenkman Capital Management Inc. preserves capital during volatile markets and avoids high-risk credits. It also derives a major share of the return from the compounding of interest income.