Berman Lowenthal Bissett Group - Ubs Financial Services

Visit our office today located in West Palm Beach, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Intech is an independent quantitative equity manager renowned for delivering unique insights and forming partnerships with top-tier institutional investors. Pioneering the application of Stochastic Portfolio Theory in 1987, Intech leverages stock-price volatility to generate distinctive alpha. With a track record spanning 38 years, they have amassed over $13 billion USD in assets under management, solidifying their global reputation. Intech offers a range of investment platforms, including Enhanced Equity, Active Equity, Defensive Equity, and Alternative Equity. Through a relentless commitment to deploying cutting-edge technology, data analysis, and mathematical processes, their investment team tailors strategies to target benchmarks, geographies, return objectives, risk budgets, and sustainability goals. Regardless of market conditions, Intech strives to optimize returns for their esteemed clientele. Committed to excellence, Intech fosters a culture that values teamwork, innovation, and the continuous pursuit of superior ideas. Led by CEO Dr. Jose Marques, the company's professionals are dedicated to uncovering market opportunities and transforming them into practical solutions for their clients. Discover the team behind Intech's success and stay informed on the latest industry insights through their comprehensive offerings. Generated from the website content

Raymond James Financial Services, based in West Palm Beach, FL, is a global financial services firm known for providing trusted advice and tailored sophisticated strategies for individuals and institutions. With a focus on understanding the unique complexities of each client's life, Raymond James advisors offer personalized financial planning and investment solutions backed by a team of specialists in various fields, showcasing the firm's commitment to working responsibly and sustainably through its corporate responsibility initiatives. Generated from the website